Mercer Advisors acquires M.J. Smith and Associates
Acquisition of M.J. Smith and Associates, Inc. (a registered investment adviser) expands Mercer Advisors' presence in Colorado
09 Jul 20
Acquisition of M.J. Smith and Associates, Inc. (a registered investment adviser) expands Mercer Advisors' presence in Colorado
06 Jul 20
The new platform will enable asset managers and distributors to capture, share and transmit MiFID II data across…
03 Jul 20
PCP Bank is focused on providing administration, asset consolidation and wealth management services to its Swiss and international…
29 Jun 20
The partnership will integrate Azqore S2i platform with Evooq’s advisory platform to improve the efficiency of wealth managers
25 Jun 20
The company plans to operate the acquired business under a new model that is different from that currently…
11 Jun 20
The new business unit of Deutsche Bank will have nearly €250bn of assets under management and a combined…
04 Jun 20
The partnership offers integrated wealth management solution to portfolio managers and financial advisors
02 Jun 20
Brandis Tallman is engaged in underwriting and private placement in municipal bonds on behalf of cities, counties, special…
01 Jun 20
Natixis opened Natixis Saudi Arabia Investment Company and established its office at Al Faisaliah Tower in Riyadh, Kingdom…
29 May 20
Based in San Diego, CA, Brown Wealth Management, founded by Jeff Brown, has been serving high-net-worth clients since 1996
