Consultants (Persons)

Financial services

Mercer Advisors Acquires O'Brien Wealth Partners, Enhancing Client Services and Expanding Presence in Boston

Mercer Global Advisors, a leading national Registered Investment Adviser, has announced the acquisition of O'Brien Wealth Partners, a Waltham, Massachusetts-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families, and nonprofits. This partnership brings together two firms with a shared commitment to client-first planning and

Financial services

Jump and eMoney Integration Streamlines Meeting Follow-Ups and Financial Plan Updates

A new integration between Jump, a leading provider of AI solutions for financial advisors, and eMoney Advisor, a leading provider of technology solutions, is designed to eliminate the tedious task of manual data entry following client meetings. This integration enables advisors who use both Jump and eMoney to push proposed

Financial services

Sydney Woodward Receives Recognition for Exceptional Performance

Sydney Woodward, a Financial Planner at Yeske Buie Inc., has been awarded for her exceptional performance in her first three years as an advisor. She was recognized by her firm for building meaningful client relationships, dedicating herself to continuous learning, and her passion for pro bono service. Woodward's

Financial services

Advisor CRM Revolutionizes Financial Advisory Operations with AI-Powered CRM Solution

Advisor CRM, a comprehensive CRM solution designed specifically for registered investment advisors (RIAs), has unveiled an AI-powered meeting assistant that simplifies client interactions, increases productivity, and enhances data collection. This game-changing feature is exclusive to Advisor CRM and has been designed to meet the unique needs of growth-mode RIAs. With

Financial services

The Rise of Extended Working Vacations: Advisors Ditch Office Boundaries

As the pandemic has subsided, more professionals are embracing the idea of combining work and vacation. This shift in mindset is driving a trend of taking longer trips with scheduled work time, allowing individuals to recharge while keeping clients' needs top of mind. According to Deloitte's 2025

Financial services

Launch of Financial Adviser Development Academy Transforms Industry Entry Routes

The Financial Adviser Development Academy, launched by Deb Gayen Baggette + Co Wealth Management, seeks to revolutionize the financial planning profession by providing an alternative route to becoming a Chartered Financial Planner, bypassing traditional university routes. Chloe Blackmore, 19, has become the first trainee, joining the academy after an internship at

Financial services

Registered Investment Advisors' Economic Outlook Index Shows Optimism, Recession Concerns

As the Q2 survey of the RIA Economic Outlook Index indicates, registered investment advisors are becoming more optimistic about the economy, with 6 in 10 expecting inflation to be under 3% in the next 12 months. This trend follows the recent drop in the personal consumption expenditure price index to

Financial services

RISR and The American College of Financial Services Partnership Enhances Financial Education and Business Insights for Advisors

Financial advisors seeking to better serve their business owner clients now have access to specialized education and powerful technology thanks to a new strategic partnership between RISR and The American College of Financial Services. This alliance combines expert instruction with actionable tools, enabling advisors to address the complex needs of

Financial services

BNY Mellon Completes Reorganization of Municipal Income Fund into AMT-Free Municipal Bond Fund

BNY Mellon has completed the reorganization of BNY Mellon Municipal Income, Inc. into BNY Mellon AMT-Free Municipal Bond Fund, a series of BNY Mellon Municipal Funds, Inc., effective June 20, 2025. The reorganization was approved by stockholders at a Special Meeting held on June 2, 2025. As a result, remaining

Financial services

Frustration with CRA's TFSA Contribution Room

Readers have been sharing their stories of frustration with CRA's recent delays in displaying information on their TFSA contribution room on the My Account website. According to the Canada Revenue Agency, the delay resulted from the introduction of a new system where financial institutions submit data on behalf

Financial services

Eclipse Private Wealth Management Welcomes Senior Wealth Advisor Mitchell Benedon

Eclipse Private Wealth Management is pleased to announce that Mitchell Benedon, a certified financial planner with a multifaceted background, has joined the firm as a Senior Wealth Advisor. Benedon brings over six years of experience in building a thriving solo practice at Merrill Lynch, where he helped high-net-worth clients navigate

Financial services

The Brattle Group Welcomes Idan Rubin as Senior Consultant in London Office

The Brattle Group has appointed Idan Rubin as a Senior Consultant in its London office, expanding its expertise in financial services matters, including bankruptcy and restructuring, alternative investments, and credit, derivatives, and structured products. Rubin brings over 15 years of experience in the financial services sector, with a diverse background