Tuesday, January 19, 2021
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News

NFP to Buy Bronfman Rothschild to Create $10 Billion RIA

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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...
News

Mercer Advisors AUM Tops $15 Billion with Latest Acquisition

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Mercer Global Advisors Inc., a national registered investment advisor, has acquired Confluence Financial Advisors LLC, a comprehensive wealth management firm located in Boulder, Colorado...
News

Mercer Advisors Acquires California-Based RIA Dragon Financial Group

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Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...
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