In CAIS You Missed It
Mercer's Involvement in the RIA Landscape
Video
• 2 min
The conversation continues: Cara Williams, Global Lead Family Offices and Financial Intermediaries & Wealth Lead, Multinational Client Group at Mercer, joins Matt Brown for a deeper look into how Mercer is servicing wealth management in the US. FOR INSTITUTIONAL INVESTOR USE ONLY. The information contained in this video is provided for educational and illustrative purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change without notice. Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party. Reliance upon information in this video is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor. Important Notices. References to Mercer shall be construed to include Mercer LLC and/or its associated companies. © 2020 Mercer LLC. All rights reserved. This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity without Mercer's prior written permission. Mercer does not provide tax or legal advice. 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As such, investment results will vary and actual results may differ materially. Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party. Investment management and advisory services for U.S. clients are provided by Mercer Investments LLC (Mercer Investments). 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