| Date | Title | Description |
| 19.02.2026 | Avantos: $35 Million Secured For Financial Services Platform | Avantos, an AI-native operating system designed to transform how financial institutions onboard and service clients, announced it has raised $25 million in a Series A funding round led by Bessemer Venture Partners. The round included new st... |
| 16.09.2024 | Mercer Advisors Named Top RIA in the 2024 Barron’s Top 100 RIAs Ranking | September 16, 2024 – Mercer Global Advisors, Inc. (“Mercer Advisors”), a national wealth management firm with $63 billion in client assets, announced today that it was ranked first in the 2024 Barron’s Top 100 RIA Ranking.
“The recognition ... |
| 04.08.2024 | Business | David Gardner: A novel way to pay for long term care | This is not a perfect solution. While a monthly payout of $6,584 sounds substantial now, 20 years of 2.5% annual inflation would reduce its value to just over $4,000 in today’s dollars (and inflation could continue after payment begins). If... |
| 09.06.2024 | Business | David Gardner: Can you retire on $1 million? | Let’s get back to Steven and Lisa, who have earned the normal monthly Social Security retirement benefit of $3,000 and $2,000 respectively. Lisa could file early at age 65 and collect $1,750 a month. Steven can wait until age 70 and earn de... |
| 04.06.2024 | Opto, Mercer Advisors Team up to Revamp Private Markets | Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with Mercer Advisors, a national Registered Investment Adviser (RIA) wi... |
| 12.05.2024 | Business | David Gardner: Automate but monitor your finances | Big investment custodians have also been playing around with sweep money market options in their brokerage accounts. Over the last few years, I’ve noticed various brokerage institutions increasingly limiting your choice regarding what money... |
| 14.04.2024 | Business | David Gardner: Avoiding estimated tax penalties | In case you missed the frantic calls from your accountant, let me remind you that today is the deadline for most of us to submit our taxes. When reviewing the return (and yes, you should review it!), you may notice that there may be an esti... |
| 06.06.2023 | Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners | DENVER, June 6, 2023 – Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced today that it is expanding its set of strategic investo... |
| 01.03.2023 | Mercer Advisors Chooses Indyfin for Client Feedback, Reviews, and Online Matchmaking | This partnership enables Mercer Advisors to leverage Indyfin’s platform to gather and measure client feedback and uncover how each of their financial advisors implements a financial and investment plan for their clients.
DALLAS (PRWEB) Marc... |
| 23.01.2023 | Mercer Advisors Refreshes Brand with a Modern Approach to Wealth Management | Mercer Advisors’ new branding, which reflects what a modern wealth management experience can be, includes messaging that accents the ways that Mercer Advisors is different from traditional advisors.
DENVER (PRWEB) January 23, 2023
Mercer Ad... |
| 20.10.2022 | Mercer Advisors Hires Daniel Gourvitch as President to Lead Evolution of Industry-Leading RIA Platform | Our platform, defined by a full suite of wealth management services including investments, estate, tax, insurance, and trustee services and accented by robust technology, empowers advisors to provide clients with outstanding service and adv... |
| 04.10.2022 | Mercer Advisors Recognized by Barron’s as a Top Ten RIA Firm in the Annual Top 100 Independent Advisory Firm Rankings | From a handful of small firms offering an alternative to Wall Street behemoths back in the 1980s, the independent advisor industry has grown to encompass more than $10 trillion of client assets across more than 14,000 firms. Your firm repre... |
| 26.09.2022 | AdvisorHub Names Multiple Mercer Advisors’ Financial Advisors as “Advisors to Watch” | We place a great investment in enhancing our advisors’ quality of practice, professionalism and skill sets in the many areas of wealth management and it is gratifying to see the recognition they are garnering as industry leaders as a result... |
| 22.09.2022 | Mercer Advisors Top Executives Recognized in the 2022 wealthmanagement.com Industry Awards Program | A judging panel of industry experts and luminaries recognized Mercer Advisors in the Individual RIA Firm Leader categories for Chief Executive Officer Dave Welling as CEO of the Year and Managing Director Kara Duckworth as a “Rising Star.”
... |
| 24.08.2022 | Mercer Advisors Ranked in Multiple Categories as One of the Top RIAs in the Country | The growing momentum of our high-touch, financial planning focused service model is resonating with investors across the U.S., and we are excited to continue to invest in our people and technology to help clients continue to succeed in reac... |
| 15.08.2022 | Mercer Advisors Partners with Chapter to Provide Holistic Healthcare Guidance to Clients | This partnership allows us to amplify our impact as a consumer first, fiduciary-type Medicare Advisor, alongside a leading and forward-thinking financial services institution.
NEW YORK (PRWEB) August 15, 2022
Chapter, a leading data-driven ... |
| 02.05.2022 | Mercer Advisors Ranked the Top Investment Manager Based in Colorado | We’ve chosen Denver for our new headquarters for its vibrant communities, growth prospects, diversity, and excellent talent pools to continue to expand our business.
DENVER (PRWEB) May 02, 2022
Mercer Advisors Inc. (“Mercer Advisors”), a na... |
| 25.04.2022 | Mercer Advisors Recognized for the “Best ESG Investment Offering” | This award marks the fifth-year in a row that Mercer Advisors has been recognized in the PAM awards with a winning initiative.
DENVER (PRWEB) April 25, 2022
Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment A... |
| 10.03.2022 | Four Advisors from Mercer Advisors Named to the 2022 Forbes Top Women Wealth Advisors – Best in State | This is a strong endorsement for our approach that supports the development of female advisors which is contributing strongly to our focus on helping women investors with their long-term financial goals, while building a more diverse team.
... |
| 10.11.2021 | Four Advisors from Mercer Advisors Named to Working Mother’s Top Wealth Advisor Moms List | We believe that having a diverse group of advisors helps us stay connected to the changing needs of today’s families, particularly during these pandemic times where personal advice and guidance is more important than ever.
DENVER (PRWEB) No... |
| 26.10.2021 | Mercer Advisors Recognized by Barron’s as a 2021 Top 100 RIA Firm | Our personal service model and comprehensive wealth management offering is fueling our growth and we look forward to continuing to invest in the firm to help even more investors reach their goals of economic freedom.
DENVER (PRWEB) October ... |
| 20.10.2021 | Hennessy Advisors, Inc. : Completes Offering of $40.25 Million 4.875% Notes Due 2026 | NOVATO, Calif., Oct. 20, 2021 /PRNewswire/ -- Hennessy Advisors, Inc. (the "Company") (NASDAQ: HNNA) today announced that it has closed an underwritten public offering of 4.875% unsecured notes due 2026 (the "2026 Notes"... |
| 20.10.2021 | Four Advisors from Mercer Advisors Named to the 2021 Forbes Top Next-Gen Wealth Advisors List | Having some of our leading younger advisors recognized with this tremendous distinction from Forbes is a fantastic validation of our approach and promises a bright future for their careers and the clients of Mercer Advisors.
DENVER (PRWEB) ... |
| 06.10.2021 | Mercer Advisors Launches Institutional Group and Enhanced Services for Foundations, Endowments, and Corporate Retirement Plans | Mercer Advisors has a rich history of serving small to medium sized businesses and has significantly expanded those capabilities through several acquisitions in recent years.
DENVER (PRWEB) October 06, 2021
Mercer Global Advisors Inc. (“Mer... |
| 15.09.2021 | Mercer Advisors Wins Multiple Awards at the 2021 wealthmanagement.com “Wealthies” Industry Awards | DENVER (PRWEB) September 15, 2021
Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has won multiple awards in the prestigious wealthmanagement.com Industry A... |
| 20.07.2021 | Mercer Advisors Expands Executive Ranks with Veteran Marketing, Technology, Wealth Management and M&A Leaders | We have very aggressive growth goals and are on track to become a $75 billion firm by 2025, and we couldn’t be more excited about the new executive leadership we are bringing on board and the talent that we are elevating to new roles to hel... |
| 26.04.2021 | Seven Advisors from Mercer Advisors Named to the 2021 Forbes Top Women Wealth Advisors List | Women now hold over 50% of client-facing roles at the firm, significantly higher than the industry average and we are extremely proud of these seven outstanding financial professionals.
DENVER (PRWEB) April 26, 2021
Mercer Advisors Inc. (“M... |
| 05.04.2021 | A Single Mom Who Saved $750,000 in 4 Years Shares the Biggest Mistakes She Made on Her Journey to Financial Independence | April 5, 2021 6 min read This story originally appeared on Business Insider
Lakisha Simmons, an associate professor of analytics at Belmont University and author of "The Unlikely AchieveHer," had always taken advantage of her work... |
| 30.03.2021 | A single mom who saved $750,000 in 4 years shares the biggest mistakes she made on her journey to financial independence | Lakisha Simmons was able to reach financial freedom in four years. Lakisha Simmons
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| 25.03.2021 | Mercer Advisors Launches “Mercer Advisors 2030” Sustainable Growth and Development Corporate Initiative | As an organization focused on facilitating client success, we are inspired to expand our mission and vision as a company to be a positive force of change and to have a meaningful impact on the critical issues facing our world today.
DENVER ... |
| 19.03.2021 | Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors | One of the hallmarks of Mercer Advisor’s culture is our focus on growth and promoting from within, opening up dynamic career paths for future firm leaders, particularly from the many acquisitions we have made.
DENVER (PRWEB) March 19, 2021
... |
| 10.03.2021 | Mercer Advisors Acquires Epstein & White Financial, LLC | |
| 23.02.2021 | Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year” | This ground-breaking work has now paved the way for several other similar transitions with Raymond James that Mercer Advisors closed. Deep experience in the M&A process is key to success and it is extremely gratifying receive this prest... |
| 03.02.2021 | 4 money mistakes you should never make during a divorce, according to a financial planner | Mari Adam, CFP. Mari Adam
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Our experts answer readers' investing questions and write unbiased product reviews (here's how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our pa... |
| 01.02.2021 | 3 mistakes rich people are always making with their money, according to financial planners | Personal Finance 3 mistakes rich people are always making with their money, according to financial planners
Written by Laila Maidan; edited by Stephanie Hallett
2021-02-01T20:02:40Z
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| 25.01.2021 | Mercer Advisors Acquires Marrs Wealth Management, LLC | |
| 21.01.2021 | Mercer Advisors Acquires Hart Capital Management, Inc. | |
| 13.01.2021 | Mercer Advisors Acquires Rowland Carmichael Advisors, Inc. | |
| 11.01.2021 | Mercer Advisors Acquires McGee Wealth Management, Inc. | |
| 05.01.2021 | Mercer Advisors Acquires Kays Financial Advisory Corporation | |
| 01.12.2020 | Mercer Advisors Convenes 2nd Annual “InvestHERs” Summit | InvestHERs is Mercer Advisor’s award-winning women’s program to attract women into the financial services industry, as well as to support women investors unique wealth management needs.
DENVER (PRWEB) December 01, 2020
Mercer Global Advisor... |
| 08.10.2020 | Mercer Advisors Acquires Personal Financial Advisors, LLC | |
| 15.12.2019 | David Gardner: Cost of leasing a car goes beyond monthly payment | If you’ve spent any time lately watching holiday specials or football, you’ve witnessed the barrage of ads associated with new cars and the season. For those of you who spend most of your screen time on streaming services, let me acquaint y... |
| 10.12.2019 | Mercer Advisors Acquires Republic | Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), today announced the acquisition of Republic Wealth Advisors, LLC, a respected wealth management firm located principally in Houston, Texas, with satellite offices... |
| 08.12.2019 | David Gardner: Financial innovations for which to be thankful | While I was most grateful for the family and friends around the Thanksgiving table, the financial geek in me couldn’t help but to extend my gratitude to innovations in the last few years that have improved the quality of many lives. David G... |
| 03.12.2019 | Mercer Advisors Acquires Adam Financial Associates | Mercer Global Advisors Inc., a national Registered Investment Adviser (RIA), today announced the acquisition of Adam Financial Associates, Inc. a respected comprehensive wealth management firm located in Boca Raton, Florida serving approxim... |
| 17.11.2019 | David Gardner: Tips for late-stage college planning | Most of us know the basics when it comes to college financial planning. Save money every year in a low-cost 529 plan, such as Colorado’s CollegeInvest Direct Portfolio. Make use of the American Opportunity Tax Credit, which offers $2,500 to... |
| 03.11.2019 | David Gardner: Changes make exchange traded funds more attractive | Exchange traded funds, known as ETFs, have grown into the primary alternative to mutual funds for diversified investing. With recent changes in trading practices at brokerage behemoths Charles Schwab, Fidelity and TD Ameritrade, the case fo... |
| 05.10.2019 | David Gardner: What you must know before applying to college | Last week representatives from hundreds of universities filled the Monarch High School gym. Along with them were hordes of Boulder and Broomfield county students and families trying to figure out their options. It’s an exciting time for stu... |
| 17.09.2019 | Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part of Recapitalization | DENVER, September 17, 2019 – Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) exceeding $16.5 billion, announced today a recapitalization whereby Oak Hill Capital will acquire an equity stak... |
| 17.09.2019 | Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part of Recapitalization | DENVER, September 17, 2019—Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) exceeding $16.5 billion, announced today a recapitalization whereby Oak Hill Capital will acquire an equity stake ... |
| 07.09.2019 | David Gardner: Weighing when to take your Social Security benefits | Social Security may be the most valuable asset you have as you march toward financial independence. David GardnerFor the Camera
Don’t believe me? If you go to an insurance company and ask them to pay you a monthly benefit from the full reti... |
| 15.08.2019 | Mercer Global Acquires Regent Wealth Management Group | Mercer Global Advisors Inc., a national Registered Investment Adviser (RIA), today announced the acquisition of Regent Wealth Management Group, Inc., a respected wealth management RIA located in Woodbridge, Connecticut, serving approximatel... |
| 10.08.2019 | Dave Gardner: Managing your family’s credit amidst constant breaches | Last month’s revelation of the massive Capital One credit breach added to the litany of bad news on the privacy front. Just after the Federal Trade Commission settled with Equifax about its role in leaking the information of 147 million “cu... |
| 11.12.2018 | Genstar-backed Mercer Advisors Acquires Bell Wealth Management | Mercer Advisors Inc., a national Registered Investment Adviser (RIA), today announces the acquisition of Bell Wealth Management, a respected RIA firm located in Austin, Texas.
Bell provides comprehensive wealth management to affluent and hi... |
| 11.12.2018 | Genstar-backed Mercer Advisors Acquires Bell Wealth Management | Mercer Advisors Inc., a national Registered Investment Adviser (RIA), today announces the acquisition of Bell Wealth Management, a respected RIA firm located in Austin, Texas.
Bell provides comprehensive wealth management to affluent and hi... |
| 05.03.2018 | Mercer Advisors Acquires Traust Sollus Wealth Management | DENVER, March 5, 2018 – Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Advisor (RIA), today announced its largest RIA firm integration to date with the acquisition of Traust Sollus Wealth Management (“TS”), a bou... |
| 13.02.2018 | Mercer Advisors Acquires GFS | Mercer Advisors Inc., a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced their largest RIA firm integration. Combining GFS Private Wealth, an independent privately held firm providing an array of wea... |
| 10.09.2017 | Genstar-backed Mercer Advisors Acquires Ray Mignone Associates | Mercer Advisors Inc., a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the acquisition of Ray Mignone Associates, a provider of financial planning and investment management services with $290 milli... |
| 10.09.2017 | Genstar-backed Mercer Advisors Acquires Ray Mignone Associates | Mercer Advisors Inc., a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the acquisition of Ray Mignone Associates, a provider of financial planning and investment management services with $290 milli... |
| 12.07.2017 | Mercer Advisors Acquires Wealth Design Services | SANTA BARBARA, CA, July 12, 2017 – Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the acquisition of Wealth Design Services, (WDS) a Rochester, NY-based ... |
| 11.01.2017 | Genstar Capital-backed Mercer Advisors Acquires Novos Planning Associates | Mercer Advisors Inc., a national Registered Investment Advisor firm based in Santa Barbara, today announced the acquisition of Novos Planning Associates, Inc., an RIA firm managing $100 million in client assets, located in New York City.
CE... |
| 11.01.2017 | Genstar Capital-backed Mercer Advisors Acquires Novos Planning Associates | Mercer Advisors Inc., a national Registered Investment Advisor firm based in Santa Barbara, today announced the acquisition of Novos Planning Associates, Inc., an RIA firm managing $100 million in client assets, located in New York City.
CE... |
| 28.03.2016 | Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States | SANTA BARBARA and HOUSTON – Mercer Advisors and Kanaly Trust, two leading wealth management firms, today announced that they have reached a definitive agreement to merge. Upon the merger completion, the combined company will manage assets e... |
