Aggregators

Mercer Advisors Acquires Jordan Financial Strategies, LLC, Expanding Mercer Advisors' Denver Presence

Mercer Advisors announced the acquisition of Jordan Financial Strategies, LLC. Jordan, a respected wealth management firm located in Denver, Colorado.

Hightower Makes Strategic Investment in Altium Wealth Management

Altium's tax-aware solutions will be made available to all Hightower advisors and clients.