Hiring and managing remote employees requires new initiatives and ingenuity, according to these firm principals.

The team, which specializes in working with corporate executives and families, will be known as Executive Wealth Partners.

CEO Thomas Gottstein said having asset management as a sub-division of the much larger business catering to wealth and high net-worth individuals is “something that I always had some doubts about.”

The acquisition of Atlanta-based Brightworth pushes CI Financial's U.S. AUM to $55 billion.

Sanctuary Global will work with international investors and operate out of a new office in Miami.

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.