Mercer Adds Nearly $1.7B in Assets via Two Deals

Published on November 13, 2024

The RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.

       
Continue reading on website
Other news

JPMorgan's Kelly Says Trump Tariffs to Hit Growth, Fan Inflation

November 13, 2024
“The first smoke signals suggest that the tariff approach will be very aggressive, Kelly told Bloomberg Television.

Pathstone Hires New Chief Growth Officer From Schwab

November 14, 2024
Fresh off its acquisition of a $45 billion RIA, Pathstone taps former Schwab exec Eddie Brown to lead its organic growth and business development initiatives.