This content is from: Corner Office Mercer Hires Goldman’s Samantha Davidson to Lead U.S. Outsourcing Unit Davidson had spent more than 17 years at Goldman Sachs. By Christine Idzelis September 14, 2020
This content is from: RIAIntel Mercer Advisors' Dave Welling Was Never an Advisor. Does That Make Him the Perfect RIA CEO? In a wide-ranging interview, the head of the $21 billion firm discusses competitors, social justice, and Mercer’s future. By Michael Thrasher October 02, 2020
This content is from: RIAIntel At Mercer Advisors, a Sign RIAs Are Taking Their Online Presence Seriously The RIA is investing in digital marketing like few others in the industry. By Michael Thrasher April 30, 2020
This content is from: Corner Office Lead Pavilion Consultant Exits Months After Mercer Acquisition Alyssa Cheatham had been the co-lead of Pavilion’s healthcare practice. By Amy Whyte July 25, 2019
This content is from: RIAIntel Breadth and Depth: Why Clients Are Favoring Mercer, Avantax, and Other Wealth Managers “The key here is having in-house experts.” By Gary Stern July 31, 2020
This content is from: RIAIntel Firms Increasingly Show Their Fangs, Borrowing from the Brokerage Legal Playbook An advisor allegedly stole proprietary information from Mercer Advisors. The firm says it doesn’t just own the data – it owns the clients. By Michael Thrasher August 14, 2019
