Mercer Advisors Adds AI Tax Firm to Deepen Family Office Services
Mercer Advisors has acquired Fifteenth, an AI-native tax firm, to deepen integrated family office services as more UHNW clients seek tax planning alongside wealth management.
Jun
07
$400M Nicklas Financial Aligns With JFC, Joins LPL
Nicklas Financial, a family-owned business in Jefferson City, Mo., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced earlier this week in a news release.
Jun
07
Info Edge’s startup bet soars 7X as company scales up size of its maiden fund; backs four startups
Info Edge had received an alternative investment fund class II license from SEBI in January this year to “fund investments unrelated to the core operating entity,” the filing read.
Jun
06
Launch of InvestorSpeedDating.com
InvestorSpeedDating.com Launches “virtual” private investor meeting Technology Hedge Fund Events and Investor Private Meeting leader enhances meeting solutions with virtual meeting functionality.
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