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Wealth Management Daily Memo

JULY 11, 2019

INDUSTRY

Genstar Capital Puts Mercer Advisors on the Block

Diana Britton

Genstar, which owns a majority stake in the RIA, hired Goldman Sachs to advise on the sale, the same team that advised Kestra on its sale to Warburg Pincus.

FULL ARTICLE

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TECHNOLOGY

Orion Buys Planning Tech Provider Advizr

Samuel Steinberger

Marking yet more consolidation, Orion Advisor Services closed a deal to buy New York-based financial planning and workplace planning tech firm Advizr.

FULL ARTICLE

SPONSORED CONTENT

Partner Perspectives: Markets at Mid-Year

Sponsored by Carillon Tower Advisers

Carillon Tower Advisers presents investing insights from our affiliates.

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ETFS

ETFs with the Greatest Inflows in the Past Month

Aniket Ullal, First Bridge Data

These ETFs saw the biggest inflows during the past 30 days, measured by one-month net flows to assets ratio.

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SPONSORED CONTENT

Fifth Annual Advisory Study: RIA Industry M&A

Sponsored by Nationwide Advisory Solutions

RIAs less bullish about M&A activity compared to prior years.

View the results.