Private Banker International on MSN6d
Mercer Advisors acquires Tennessee’s Financial Partners Group
Colorado-based RIA Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, Tennessee-headquartered investment ...
InvestmentNews5d
Mercer taps LPL veteran Alisa Maute to lead advisor-client matchmaking
Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 billion RIA.
Wealth Management5d
Mercer Hires New Organic Growth Czar From LPL
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
InvestmentNews7d
Mercer Advisors, EP Wealth unveil Nashville partnerships
The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in ...
Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group ("FPG"), an investment advisory and ...