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JANUARY 3, 2024

RIA NEWS

Mercer Advisors Acquires $465M Colorado Firm

Patrick Donachie

Transitions Wealth Management serves approximately 400 clients and is based out of Denver.

FULL ARTICLE

INDUSTRY

Fisher Investments Says It's Not for Sale

Gillian Tan

“Fisher Investments is not being bought by Advent International, or anyone else — plain and simple.”

FULL ARTICLE

HIGH NET WORTH

FinCEN Issues New Rule on Access to Beneficial Owner Information Under CTA

Evgeny Magidenko and Maria P. Ortega

Disclosure limited to six categories of recipients.

FULL ARTICLE

WHAT'S IN MY WEALTHSTACK

Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration

Rob Burgess

Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.

FULL ARTICLE

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