Mercer Global Advisors, an investment manager, agreed to acquire Epstein & White Financial, a wealth management firm serving approximately 1,3k clients with client assets of c.$740m. Financial terms were not disclosed. "We believe we can take what Brad is doing in Southern California and syndicate his programs nationwide adding more firepower to our already significant marketing and sales platform. Not to be overlooked, Brad's team is experienced, highly credentialed, and adds to our already deep bench in San Diego," David Barton, Mercer Advisors Vice Chairman.