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Mercer

In PWD coverage since August 31, 2026 · 16+ stories

3Deals 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 →

Sep 21, 26Deal talk — coverage

Sep 16, 26Deal closedGoldman Sachs · Oak Hill Capital · $1.6B — coverage

Aug 24, 26Deal announcedNorthAvenue Financial Advocates — coverage

PWD coverage

Deals & PE

HUB International rebrands for first time in a decade after IPO filing

The Chicago brokerage, majority-owned by Hellman & Friedman, manages more than $38 billion in its wealth division and valued itself at $29 billion in May 2025.

The Close · Sep 22The next RIA premium is integration capacity

Moves · Sep 22Mercer buys integration capacity and calls it a platform hire

Data · Sep 20RIA deal announcements have outrun the capacity to close

The Close · Sep 19The talent war moved up the org chart

The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.

Deals & PE · Sep 18Mercer cuts debt cost 175 basis points and arms for more buying

RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14

policy · Sep 17The House just wrote the ESOP valuation rule the DOL never issued

portfolio · Sep 13AI adoption is collapsing fund lineup diversification

The Close · Sep 13The AI wealth fight is now over distribution

Features · Sep 13The executive title is the new signing bonus

Features · Sep 12AI has entered the client meeting, and fees haven't moved

Moves · Sep 11Mercer's Atlanta hire bets on density, not a disclosed book

The Close · Sep 11The AI stack is a correlation trade, and fees haven't moved

M&A · Aug 31World Advisors sale rumor marks RPA consolidation's exit phase

Mercer

HUB International rebrands for first time in a decade after IPO filing

The Family Office Daily Briefing