Tag: Genstar
Mercer Advisors Acquires Beacon Wealth Management
Mercer Advisors Inc., a registered investment advisor backed by private equity firm Genstar Capital, has acquired Beacon Wealth Management, a boutique wealth management firm...
Cetera Forms New Board of Directors
Cetera Financial Group, the second-largest independent financial advisor network in the nation by number of advisors, has formed its new board of directors, after...
Cetera Acquired by Private Equity Firm Genstar Capital
After months of speculation, Cetera Financial Group, the second largest independent broker-dealer in the nation, has agreed to sell a majority stake of its...
Mercer Acquires RIA with $364 Million in Client Assets
Mercer Advisors Inc., a national registered investment advisor firm based in Santa Barbara, has acquired Clearwater, Florida-based GFS Private Wealth, bringing its assets under...
