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Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.
Keith Glenfield will take over Hans’ previous position as head of the firm’s Northeast division, while Nancy Fahmy will oversee Glenfield’s Investment Solutions division while also continuing her role heading Alternative Investments.
Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on 'deliberate' M&A growth strategy.
CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.