Summary: In acquiring Duckworth Wealth Advisors this month Mercer Advisors did more than add tax-preparation capabilities to an already broad service roster.
The move, which has taken Santa Barbara, Calif.-based Mercer from zero acquisitions in its first 31 years to a blistering six since the fall of 2015, merely primes the firm to extend the streak for another 36 months — at least.
 If you can bring scale, which means better technology and smoother operations, in this segment of the market where there are more clients and firms that are feeling under pressure to provide better technology, you’re bringing something of real value."Alois Pirker, research chief, Aite Group |
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