Financial services Money Managers, as Always, Ripe for ConsolidationRevenue growth remains under siege as assets inexorably shift toward lower-cost passive strategies, reducing management fees. January 24, 2023
Financial services Mercer Advisors Buys Goldstein MungerGoldstein Munger is focused on serving UHNW clients, with assets under management of approximately $1 billion. October 4, 2022
Financial services Generational Shifts, Increasing Regulations Pushes More RIA M&AForty percent of all RIAs are expected to retire by 2029 and roughly one in four do not have a retirement plan. September 23, 2022
Financial services Alera Group Wealth Services Acquires WBGWBG offers investment advisory and business continuity services like leadership succession. June 8, 2022