Mercer Buys Confluence
Mercer Global Advisors announced the acquisition of Confluence Financial Advisors.
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Mercer buys $240m Colorado RIA
The aggregator has purchased Confluence Financial Advisors in Boulder.
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Kingston BMO investment advisor fined $3500 for forging client signature
Nearly three years after the offence, an investment advisor who worked at a Kingston BMO bank branch has been fined $3,500...
Fidelity Urges Advisors To Outsource More Now
Nearly half (43%) of advisors say their firms currently leverage external consultants, third-party providers or...
Fisher Investments Weighs In On Fiduciary Fracas
The US government says it could save investors billions in unnecessary fees. The finance industry says it will rob ordinary...
Billion-dollar New York wealth management firm to relocate to St. Petersburg
A NYC wealth management firm is moving its headquarters to the heart of St. Petersburg’s business district, bringing with it new...
