Mercer Global Advisors, a $27 billion Denver-based registered investment adviser, has acquired Marrs Wealth Management, a 10-year-old RIA firm in Ames, Iowa, that serves 275 clients and manages $215 million in assets.
Founder Craig Marrs and advisers Andra L. Reason and Nathan Brammer, along with their staff, have joined Mercer.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
