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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
firm

Mercer Advisors

In network coverage since October 16, 2026 · 16+ stories
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
The Close · Oct 26Mariner seeks $150M term loan add-on, lifting debt to $1.3B
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
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
Succession & selling a firm · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A
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
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
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