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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Mercer

In network coverage since October 15, 2026 · 16+ stories
9Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
William Hinson
Sep 11 · advisor move
Deal recordFull tracker →
Oct 19, 26Fund launchAspen Investing — coverage
Oct 14, 26Deal closedGoldman Sachs — coverage
Oct 14, 26Deal closed — coverage
Oct 8, 26Deal announced — coverage
Oct 8, 26Deal announcedOG Crimson Parent Inc. — coverage
Oct 7, 26Deal closedGoldman Sachs · $1.9B — coverage
Sep 21, 26Deal talk — coverage
Sep 16, 26Deal closedOak Hill Capital · Goldman Sachs · $1.6B — coverage
Aug 24, 26Deal announcedNorthAvenue Financial Advocates — coverage
Network coverage
The Close

Mariner seeks $150M term loan add-on, lifting debt to $1.3B

Moody's projects 6.7x debt/EBITDA and says ratings are unaffected.
Features · Oct 23Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it
M&A · Oct 22Deal lawyer Corey Kupfer predicts an RIA IPO within two years
RIA · Oct 22Visionary Square will pay FINNY AI subscriptions for more than 250 advisors
RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
Products & portfolios · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing
Practice management · Oct 19ShinyHunters claimed client data theft at Mercer and Beacon Pointe
Deals & PE · Oct 18Apella and Waverly announce RIA acquisitions of $261M and $151M
The Advisor's Note · Oct 17Mercer Advisors: roughly half of H1 2026 net new assets came from custodian referrals
The Close · Oct 16S&P: Custodian referrals supplied about half of Mercer's first-half net new assets
Practice management · Oct 16Mercer got roughly half of H1 2026 net new assets from custodian referrals
RIA · Oct 16S&P: Mercer got roughly half of first-half 2026 net new assets from custodian referrals
Succession & selling a firm · Oct 16RIA deal count falls 17% as $5B sellers set record, DeVoe says
Succession & selling a firm · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan
M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan
Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal
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