Mercer taps LPL veteran Alisa Maute to lead advisor-client …

13 hours ago · Mercer Advisors is hoping to double down on its organic growth advantage as it taps an ex-LPL leader for a newly developed role. Mercer announced Thursday that it has …

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Mercer Hires New Organic Growth Czar From LPL | Wealth …

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1 day ago · Gourvitch said Mercer’s growth from new clients, meaning assets or revenue that new clients have added, was up 50% from 2023 to 2024. And that figure is trending higher in the …

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Mercer Adds To Its M&A Teams - Wealth Management

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Feb 13, 2024 · Mercer Global Advisors, one of the largest and fastest-growing registered investment advisors in the nation with $56 billion in assets, has hired five new executives to fill …

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Mercer Advisors Eyes Tech-powered Organic Growth

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Feb 7, 2024 · The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL. Focus Partners Wealth acquires $4.16B Merriman

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Mergers & Moves: Mercer Grabs $1.2B Firm, Morgan Stanley, LPL …

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May 8, 2022 · Mercer acquired a dually registered wealth manager with $1.2B in client assets. Ex-Goldman Sachs and Morgan Stanley executives took positions with rival firms. The CFP Board …

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FAQs about Mercer taps LPL veteran Alisa Maute to lead advisor-client … Coupon?

Will Mercer Advisors expand its advisor footprint?

Mercer Advisors unveiled two moves this week to expand its advisor footprint and its leadership ranks. ...

How can Mercer Advisors improve client acquisition processes?

Insights such as the Catchlight Score (SM), a prediction of a prospect’s likelihood to convert to a client, and estimated investable assets and other key characteristics, can position Mercer Advisors to optimize its client acquisition processes, and initiate more meaningful, personalized contact with its leads. ...

What can Mercer Advisors do with catchlight?

Mercer Advisors will use Catchlight’s insights of prospective clients to rapidly build a more complete understanding of each prospect’s financial landscape and anticipated needs. ...

What does Mercer's acquisition of Financial Partners Group mean for Nashville?

The Denver-based firm on Wednesday announced the acquisition of Financial Partners Group, a registered investment advisor with $660 million in assets under management based in the Nashville suburb of Gallatin, Tenn. Mercer says the deal brings its asset count in the Nashville market to about $1.6 billion. ...

Who are the Managing Directors of LPL Financial?

Sara Dadyar Managing Director, Chief Human Resources Officer Matthew K. Enyedi Managing Director, Client Success Greg Gates Managing Director, Chief Technology & Information Officer Aneri Jambusaria Managing Director, Wealth Management LPL Financial Leadership biographies include the executive team responsibilities and experience. ...

Why did Palantir stock rise 19% in premarket trading?

Shares of Palantir were sharply higher after the company posted better-than-expected fourth-quarter revenue growth. Strong demand from the company’s commercial customers offset lighter-than-expected government revenue. The stock was up as much as 19% in premarket trading the morning after the company reported earnings. ...