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Articles by Dave Welling
How To Get The Best Long-Term Value Out Of Your RIA Sale
Over the past decade, I’ve consulted with and supported hundreds of RIA owners navigating the decision to sell their firm. It’s a momentous decision for most RIA owners, as it is much more than a financial transaction—it is a decision about their legacy and, in most cases, their life’s work.
Mercer Advisors Acquires RMR Wealth Advisors, LLC
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of RMR Wealth Advisors, LLC (hereinafter “RMR”). RMR is a comprehensive wealth management firm located in Madison, Wisconsin. RMR was founded in 2009 by Erik Mikkelson CFP®, who is a co-owner of the company along with Doug Giageos CFP®, CFA®, and Lisa Sowls.
Dave Welling: Standing Together and Doing the Next Right Thing
2020 has blurred the lines between work, home and community more than any other period in our history. Despite all the challenges, 2020 has been a year that I have grown more connected with the Mercer Advisors team and, even more importantly, with my mortality and with humanity.
Using Photo Blinds Where Wildlife Gathers
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How Tech Advances the Advisor/Client Relationship
Advisors pride themselves on providing quality financial advice, guidance and counsel to their clients. That advice can range from managing investments, creating financial plans or even acting as behavioral finance therapists as investors’ moods swing through the volatility of events like Brexit or the recent U.S. elections. Of late, the definition of what it means to be an advisor is changing due to regulatory changes and the expectations of investors.
Technology’s Role in DOL Fiduciary Rule Compliance
As the Department of Labor (DOL) continues to work out the kinks with its new fiduciary rule that goes into effect in April 2017, advisors, and the financial services industry as a whole, are working to integrate new operational standards to ensure compliance. While the industry has long been leveraging technology to increase efficiencies, a recent study shows that investment in technology is only going to increase.
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