The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group's broker/dealer network.

Firms with similar business, client-care and investment philosophies are usually more amenable to negotiation and constructive compromise than firms with widely different views on these priorities.

The mergers, acquisitions and advisor moves announced the week of March 8, 2021.

Jeffrey Kaufman and John Tassone leave two months after SVB Financial agreed to buy Boston Private for $900 million.

This marks CI’s 15th deal since entering the U.S. RIA market in January 2020, bringing its total U.S. assets to about $50 billion.

The company previously combined Abbot Downing and the private bank, which serves clients with assets of more than $2.5 million, under one leader.

The move reunites former United Capital acquisition executives Matt Brinker and Allen Darby.

iM Global will use the asset management firm, which has about $4 billion in assets under management, as an extension of its distribution subsidiary, iM Global U.S., and plans to keep the wealth management unit independent.

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