Mercer Advisors acquires wealth manager

David Barton, added, "Alan is a man of high integrity and is the living embodiment of the highest ideals and standards our industry was built on. He doesn't make a single decision without first asking the question, 'Is this good for our cli


Juerg Zeltner Racks Up Another Job

Fifty-two-year-old Zeltner is expected to be nominated as a non-independent director, and be approved at Deutsche's next shareholder meeting next May.


5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now

While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current