Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.
In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners
Discover the forces that are driving advisory firm M&A, the challenges the advisory businesses faces, and the importance of technology and human resources as factors shaping the delivery of advice.
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