Jackson Wealth Management Leaves Osaic for Carson Group in $1.1 Billion Move

June 5, 2026

Hines Recruits Cantor Fitzgerald Veteran to Oversee Legal and Compliance

September 2, 2025

Former LPL Exec Andy Kalbaugh Named President of The Wealth Consulting Group

June 19, 2025

Carson Group Acquires Michigan $314 Million AUM Firm, Expanding Midwest Presence

April 8, 2025

Madison Capital Markets Names Former Hines Vet to Helm Southeastern Sales

September 17, 2024

Sponsored: Tapping into Disruptive, Late-Stage Private Innovation Companies

September 12, 2024

Aphorio Carter Fund Management Acquires $55 Million Data Center

February 22, 2023

Sponsored: Two Risks Hurting Your Investment Management Business

February 16, 2022

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

Mercer Advisors Buys Colorado RIA in Latest Acquisition

August 7, 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

Mercer Advisors AUM Tops $15 Billion with Latest Acquisition

March 8, 2019

Mercer Advisors Acquires California-Based RIA Dragon Financial Group

January 4, 2019

Mercer Advisors Acquires Beacon Wealth Management

November 7, 2018