Mercer Completes Acquisition of Vanguard’s Outsourced Investment Officer Business
Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division.
Tag: Mercer
Advisers Face Obstacles to Incorporating Alternative Investments
Only one-quarter of advisers even have access to alts, according to Fidelity.
Advisory M&A News – 12/11/23
Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Financial Advisers Plan to Increase Alt Exposure in ’24
An annual CAIS-Mercer study finds bullishness for alts, though adding them to workplace retirement plans will take finesse, according to...
Mercer to Acquire Vanguard’s US OCIO Division
Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.
Advisory M&A News – 10/23/23
Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
On the Move
On the Move
Long Moves to Board Chairman SageView Advisory Group CEO and founder Randy Long stepped into the role of board chairman,...
US Retirement System Matches Worldwide Average With C+ Grade
The US scored 63 on an overall index for pension coverage value, 23 points behind the No. 1 spot held...
Marsh McLennan Promotes New President of Mercer Division as CEO Prepares Departure
Pat Tomlinson was promoted to president of the company’s HR consulting arm, with Martine Ferland preparing to step down in...
Retirement Plan Limits to Rise in 2024, Mercer Projects
Almost all retirement plan limits will increase, with the exception of catch-up contributions, according to the benefits consultancy.
DOJ Sues to Block Aon/Willis Towers Watson ‘Oligopoly’
The Department of Justice says Aon’s acquisition ‘would create a broking behemoth,’ breaking apart the ‘Big Three’ insurance brokers.