Tag: estate planning
Mercer Acquires $5 Billion RIA
Mercer Advisors Inc., a registered investment adviser with $38 billion in client assets, acquired Regis Management Company LLC, a wealth management firm with $5...
Avantax Recruits $200 Million Veteran Advisor from LPL
Avantax, a tax-focused financial planning firm, has recruited Sullivan Financial Services Inc., a Las Vegas-based firm led by veteran financial advisor Tom Sullivan, who...
Schwab Executive Predicts Failure of Effort to Eliminate Step-up in Basis
President Joe Biden's proposal to eliminate the step-up in basis, a federal tax provision that provides for the adjustment of the value of an...
Advisor Group’s Royal Alliance Recruits $975 Million Super OSJ
Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Pacific Capital Resource Group, a Super-OSJ group supervising 40...
Advisor Group’s Royal Alliance Recruits Former ProEquities Team
Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Mint Wealth Management, a Houston-based financial planning and wealth...
Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet
Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased TrueWealth, an Atlanta-based RIA with approximately $1.6 billion in assets under...
Mercer Advisors Buys Colorado RIA in Latest Acquisition
Mercer Global Advisors Inc., a national registered investment adviser, has acquired Summit Wealth Advisors Inc., a wealth management firm located in Frisco, Colorado with...
Creative Planning Buys $600 Million RIA Focused on Oversees Clients
Creative Planning Inc., a registered investment adviser that manages approximately $49 billion in client assets, has purchased Thun Financial Advisors, a registered investment advisory...
Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition
Mercer Global Advisors Inc., a registered investment adviser with $20 billion in client assets, has acquired M.J. Smith and Associates Inc., a wealth management...
Mercer Advisors Buys $660 Million RIA
Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley, Idaho with a...
Mercer Advisors Buys Los Angeles-Based RIA
Mercer Global Advisors Inc., a registered investment adviser, has purchased Argosy Wealth Management Inc., a wealth management firm located near Beverly Hills, California with...
Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition
Mercer Global Advisors Inc., a registered investment adviser with more than $16.5 billion in client assets, has purchased Regent Wealth Management Group, an RIA...
Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm
Mercer Global Advisors Inc., a registered investment advisor backed by Genstar Capital, has purchased Jackson Financial Management Inc., a large wealth management firm located...
NFP to Buy Bronfman Rothschild to Create $10 Billion RIA
NFP Corp., an insurance broker and provider of wealth management, retirement and estate planning services, plans to acquire wealth advisory firm Bronfman E.L. Rothschild...
Mercer Advisors AUM Tops $15 Billion with Latest Acquisition
Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...
Mercer Advisors Acquires California-Based RIA Dragon Financial Group
Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...
