Mercer Global Advisors has acquired McConnell Financial Advisors, an Idaho boutique financial planning firm with about $130 million in assets under management. The acquisition, which closed November ...

While large swaths of people across the wealth industry are winding down for the holidays, the RIA deal machine is not quite shut down yet, with Wealth Enhancement, Mercer Advisors, and AssetMark each ...

The M&A announcements are coming fast and furious to round out a very busy 2025. Those were just some of the deals booked this week. Below are more notable ones across the financial advice industry.

Moneco Advisors, a Fairfield, Conn.-based registered investment advisor with about $2 billion in client assets, has completed its merger with Lichtenstein Financial and its affiliated tax firm, ...

The comedian takes PEOPLE through her Sarah Squirm alter ego, her love of '90s animation and why she "maybe" thinks anyone could enjoy 'Live + in the Flesh' Greg Endries/HBO Sarah Sherman is fearless ...

Section 1. Purpose. Unbeknownst to many Americans, two foreign-owned proxy advisors, Institutional Shareholder Services Inc. and Glass, Lewis & Co., LLC, play a significant role in shaping the ...

Robo advisors automatically allocate your funds for hands-off investing, while human advisors take a more guided approach to your investments and provide additional financial planning services Written ...

CINCINNATI — Five-star boys basketball player Kam Mercer has withdrawn from Overtime Elite and plans to enroll at Princeton High School, his father Craig Mercer told WCPO 9 Sports Thursday night. Kam, ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

A leading nutrition scientist has warned that simple everyday habits could be significantly driving the risk of colon cancer, particularly as rates continue to rise among young people. Professor Sarah ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...