6+ day, 5+ hour ago   (277+ words) Hans Georgeson has left his position as chief executive of Royal London Asset Management, ending a five-year tenure. The group’s chief executive, Barry O’Dwyer, is starting the recruitment process for a replacement. Until a permanent appointment is made, group chief…...

1+ week, 4+ day ago   (295+ words) The business being acquired was set up in 2004and is responsible for more than $376m in client assets. Wealth Enhancement has acquired the investment advisory operations of Dickerson Jackson & Associates, a hybrid registered investment adviser based in Glen Allen, Virginia. Financial terms…...

2+ week, 3+ day ago   (338+ words) After the deal closes, Altruist is expected to continue as a standalone business and retain its leadership team. Vanguard has reached a deal to acquire Altruist, a wealth technology and custody business focused on financial advisers. The companies did not…...

3+ week, 2+ day ago   (305+ words) Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed…...

3+ week, 2+ day ago   (305+ words) Alex Kokolis willwork across the investment product teams and alongside wealth intelligence and client segment leaders. Citi Wealth has appointed Alex Kokolis as head of investments platform experience, according to an internal memo seen by Private Banker International and confirmed…...

3+ week, 2+ day ago   (249+ words) Wealth Enhancement has taken over the investment advisory business of Servo Wealth Management, an RIA in Oklahoma City, Oklahoma. Financial terms of the deal remain undisclosed. Servo Wealth Management was established in 2012 by Eric Nelson. The business oversees more than…...

3+ week, 3+ day ago   (273+ words) The unit offers wealth management services mainly to affluent customers in the Midlands and oversees about £3.1bn in assets. EFG International has reached a deal to transfer the front-end teams and client assets of Harris Allday to Canaccord Wealth. Financial terms…...

3+ week, 3+ day ago   (282+ words) Apple will be responsible for efforts to further develop the company’s investment, planning and advisory functions. Kestra Financial, headquartered in Austin, Texas, has named Kelly Apple as its new head of wealth management. The move follows the promotion of John…...

3+ week, 4+ day ago   (276+ words) Wealth Enhancement has agreed to take over the investment advisory operations of Weinand Financial, a registered investment adviser based in Olympia, Washington. Financial terms of the deal were not disclosed. Led by financial planner Mike Weinand alongside four support professionals,…...