Mercer Acquires $1B, 22-Person Team with Tax Skills

Published on December 3, 2025

Glass Jacobson will add further tax and accounting specialties to the national RIA, which has been steadily expanding its expertise in those areas.

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Tracking the Great Value Shift in the Global Equity Landscape

December 3, 2025
While the AI-driven rally in US mega-cap growth stocks grabbed attention in 2025, a very different story was unfolding far from Wall Street. Outside the US, from Europe to Japan, value stocks shed their perennial underdog status to stage a dramatic recovery—one that we think may just be getting started.

401(k) Real Talk Episode 176: December 3, 2025

December 3, 2025
Open, honest and candid discussion about Great Gray acquiring FlexPATH, DOL drops appeal to fiduciary rule, lifetime income usage stagnant, the 10 biggest decisions facing DC plan sin 2026 and more.