Integrated Partners, a Boston-based registered investment advisory managing more than $23.8 billion in assets under advisement, announced that Morrison Nordmann Wealth Management, a Lansing, ...
Mercer Global Advisors has acquired McConnell Financial Advisors, an Idaho boutique financial planning firm with about $130 million in assets under management.
Mergers and acquisition activity among asset and wealth management firms should continue to increase in 2026, partially because of anticipated cuts in interest rates by the Federal Reserve Board, ...
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