Avantax Recruits $200 Million Veteran Advisor from LPL

March 24, 2022

Schwab Executive Predicts Failure of Effort to Eliminate Step-up in Basis

June 10, 2021

Advisor Group’s Royal Alliance Recruits $975 Million Super OSJ

November 4, 2020

Advisor Group’s Royal Alliance Recruits Former ProEquities Team

October 16, 2020

Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet

September 4, 2020

Mercer Advisors Buys Colorado RIA in Latest Acquisition

August 7, 2020

Creative Planning Buys $600 Million RIA Focused on Oversees Clients

July 15, 2020

Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition

July 10, 2020

Mercer Advisors Buys $660 Million RIA

July 2, 2020

Mercer Advisors Buys Los Angeles-Based RIA

July 1, 2020

Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition

August 15, 2019

Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm

June 21, 2019

NFP to Buy Bronfman Rothschild to Create $10 Billion RIA

March 27, 2019

Mercer Advisors AUM Tops $15 Billion with Latest Acquisition

March 8, 2019

Mercer Advisors Acquires California-Based RIA Dragon Financial Group

January 4, 2019