Employers have long struggled to deliver a broad and comprehensive financial wellness program to their employees. Mercer Financial Wellness is a digital solution that integrates their many financial ...
Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA), today announced the acquisition of Confluence Financial Advisors, LLC ("Confluence"), a comprehensive ...
Oak Hill Capital and Genstar-backed Mercer Global Advisors added-on Personal Financial Advisors, a wealth management firm in Covington, Louisiana. Robert Reed, who founded Personal Financial Advisors ...
Mercer Advisors has hired its first-ever chief technology and digital officer as the RIA looks to expand its technology and digital platform efforts. Mercer Advisors has tapped Christine Cataldo, ...
Last year's performance provides a cushion for volatility this year Canadian defined benefit pension plans started 2026 off ...
Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Adam Financial Associates, Inc. ("AFA"), a respected comprehensive ...
Mercer Global Advisors Inc, which is backed by Oak Hill Capital and Genstar Capital, has acquired Dearborn, Michigan-based SD Financial Pathways, a wealth management firm. No financial terms were ...
Values-based financial planning firm strengthens $70 billion RIA's footprint in Tennessee Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today ...
Few employers track financial benefit uptake by race or ethnicity, according to a March 31 Mercer report, missing an opportunity to improve workplace equity. Fifty-two employers, representing more ...