Five Things Every RIA Owner Must Know About Partner Buy-Ins

Published on October 8, 2026

Partner buy-in isn't just succession planning; it's a retention strategy, growth accelerator and legacy insurance policy rolled into one.

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Mercer Advisors Completes $1.9B Debt Refinancing, Adds $340M Credit Facility

October 8, 2026
The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timeline.

Equity Compensation’s Missing Layer: Guidance

October 8, 2026
Providing equity isn’t enough if employees can’t make sense of it.