RIAs

Mercer Global Advisors Acquires Women-Led MWM

Oak Hill Capital and Genstar Capital are majority owners of Mercer.

January 11, 2021

HGGC has also invested in the target, which will look to grow through acquisitions.

January 11, 2021

Atlanta is a registered investment adviser founded and led by Julie Andrews.

January 07, 2021

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

August 14, 2020

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

March 18, 2020

SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.

October 10, 2019

Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.

July 31, 2019

The deal underscores an industry trend combining planning with portfolio management.

July 11, 2019

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

May 16, 2019