independent financial advisory firms.
EFTA00666992
o On March 25, inStream's second largest client MercerAdvisors ) announced
its acquisition by private equity firm Genstar (I ). Genstar is also ... subscription renewals for the first time. 94% of existing seats renewed their
subscriptions including Mercer.
• Advisors from Buckingham Asset Management and BAM Advisor Services ($25 billion AUM/2,000
seats) will