Mercer Advisors has launched an in-house Philanthropic Services team for its high and ultra-high-net-worth clients, linking charitable giving with their investment, tax and estate planning at no extra cost.
Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.
The independent, full-service wealth manager specializing in bespoke family office solutions will streamline investments through a series of fund strategies to cater to Asia’s high net worth individuals and single-family offices.
At a time when across the world, all countries are faced with the pressing dual concerns of health and the state of the economy, the United Nations is emphasising the importance of creating innovative partnerships as a way forward. With healthcare looking to rapid innovation from traditional and non traditional healthcare players, global players like the UN have made a call to entrepreneurs and innovators to take part in global solutions.
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