Creative Planning's subsidiary United Capital has also landed a $4 billion planning firm, while a $1 billion-plus firm joins ...
Mercer Advisors, a Denver RIA with $90 billion in client assets, has acquired Beach Freeman Lim & Cleland (BFLC), an El Segundo, Calif.-based tax firm with 20 tax professionals who work with ...
The city of L.A. is in the process of redrafting its city charter. Find out how you can get involved and help improve the way ...
The deal with Beach Freeman Lim & Cleland represents Mercer’s first tax-only acquisition, as it looks to make tax a core ...
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