Skip to content
International Adviser
  • Contact
  • Login
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • M&A Deals
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Square Mile Research
  • My IA
    • Events
    • Directory
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

SIGN IN INTERNATIONAL ADVISER

Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details

[login-with-ajax]
Not Registered?

US in the news: Wealth Enhancement Group buys New Jersey firm

By Robbie Lawther, 16 Dec 22

A round-up of people moves and M&A deals across North America

M&A

Wealth Enhancement Group

The independent wealth manager has acquired New Jersey-based BFS Wealth Management.

BFS Wealth Management oversees more than $523m (£431m, €492m) in client assets with a team of three advisers and six support staff, led by president John Burke.

The financial terms of the deal were not disclosed.

Ty J Young Wealth Management

The Atlanta advice firm has bought North Carolina-based Charlotte Financial Services.

The acquisition is the 26th that Ty J Young Wealth Management has made in the past four years.

The financial terms of the deal were not disclosed.

People moves

Robertson Stephens Wealth Management

The wealth firm has hired Vodia Capital, a Boston-based advice firm.

Vodia’s founder and managing principal David Matias, and principal Avi Deutsch will join Robertson Stephens along with their colleagues Brandon Frye, Chuning Wang, Janet Shetty and Mammad Aliyev.

Raymond James

Financial adviser Howard Kaplan has joined the wealth manager.

Kaplan joins the team at Riegel Financial, which has been established for 50 years and is based out of offices in both Cincinnati and Dayton, Ohio.

Together with the group’s three other advisers and four support staff, he provides total financial and tax planning strategies for multi-generational and high net worth clients across the country.

Kaplan was previously affiliated with Stifel.

In other news, Raymond James has hired financial advisers Randi Bednarczyk and James Bassett.

As Diamond Oak Wealth Partners, the advisers maintain offices in both Walnut Creek and San Ramon, California.

Together they provide comprehensive planning to clients in a range of financial circumstances including business owners, corporate executives, divorcees and healthcare professionals.

Previously, the team was affiliated with Edward Jones.

Tags: US in the news

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Middle East

    Blacktower FM expands DIFC presence with new talent, growing strategic focus

    Middle East

    Exclusive: Sean Kelleher resigns from Mondial Dubai after 35 year stint

  • Companies

    Quilter Cheviot Europe acquires Irish investment advisory firm

    M&A Deals

    Fidelius takes stake in IFA Vobis


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.