Mercer Advisors Buys Connecticut Firm With $412M In AUA

Published on September 3, 2024

Mercer Global Advisors today announced the acquisition of Benchmark Wealth Management, LLC, a holistic financial planning and wealth management firm in Old Lyme, Conn., that served more than 300 clients and managed $412 million in assets under advisement, according to a news release.

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YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs. These are among the investment must reads we found this week for wealth advisors.