15 min

4 questions for an RIA in the wake of its M&A succession deal Financial Planning

    • Investing

A pair of financial advisors whose practice merged with Mercer Advisors reflect on how it’s changed their day-to-day and share advice for other planners.

A pair of financial advisors whose practice merged with Mercer Advisors reflect on how it’s changed their day-to-day and share advice for other planners.

15 min