Mercer Advisors Launches National Women & Wealth Practice

Mercer Advisors launches its Women & Wealth practice, a dedicated group aligned around a firmwide commitment to support and ...
Wealth Management

In Class Action, Mercer Client Faults Firm’s Data Protection Amid ShinyHunters Cyber Attack

Mercer Advisors faces class action lawsuit after ShinyHunters cybercrime group breached 5.7 million client records and ...
PE Hub

Oak Hill, Genstar-backed Mercer Global adds-on Personal Financial Advisors

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 ...
Financial Planning

Mercer poaches Edelman veteran as its first-ever CTO

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, ...
PE Hub

PE-backed Mercer Advisors acquires SD Financial

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 ...