News & Publications

The Recent Fight Over Who Owns the Client Comes to RIAs – Partner James E. Heavey Offers His Assessment in Investment News

Addressing the recent departure of a Mercer advisor to a competitor sparks controversy as to who, indeed, owns the client(s), James Heavey points out the background, facts, and irony attached to this situation for which size just does not matter anymore. To read the entire article, click here.