Mercer Adds $2B Wealth Team in Oklahoma

Published on June 3, 2025

The RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.

Continue reading on website
Other news

Pershing Leans into BNY’s Broader Investing, Bank Services to Differentiate

June 3, 2025
BNY Pershing head Jim Crowley said this year’s annual INSITE conference reflects the start of a “transition” to bringing more of the services of its parent bank to advisors.

Goldman, Morgan Stanley and JPMorgan Laying Off Staff in June

June 3, 2025
Hundreds of positions are being cut in New York and New Jersey.      Related StoriesMercer Adds $2B Wealth Team in OklahomaSenate Begins Work on Giant Tax BillCommonwealth Is Latest Firm to Tap Wealth.com for Estate Planning