Mercer Global Advisors has acquired CCP Inc., a registered investment adviser in Chicago that manages $140 million.
The firm is owned by Steve Roberts, who will be joining an existing Mercer office in Chicago along with Carin Pankros Roman and the entire CCP staff. Terms of the acquisition were not disclosed.
Like Mercer Advisors, CCP was founded in 1985. In 2009, Mr. Roberts became its owner, president and chief compliance officer.
Integrated Partners is adding a mother-son 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
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
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.