Foreside Financial Group acquired the regulatory compliance business of Integrated Compliance Solutions Group. Eaton Vance Investment Counsel acquired WaterOak Advisors’ assets. Skience launched a virtual roundtable series. Confluence Wealth Management will join Buckingham Strategic Wealth. Ben Welch joined LPL Financial as executive vice president, Trading. WealthArc was selected to provide its digital services to Eleutheria Wealth.
Foreside Financial Group, LLC, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced that it has acquired the regulatory compliance business of Integrated Compliance Solutions Group (ICSGroup), a regulatory compliance services firm serving the asset management industry in the US and Africa, with an emphasis on private funds and emerging managers.
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Eaton Vance Investment Counsel, a wholly owned subsidiary of asset manager Eaton Vance, concluded its acquisition of WaterOak Advisors’ assets. Based in Winter Park, Fla., WaterOak, now named Eaton Vance WaterOak Advisors, manages $2.3 billion in client assets. EVIC’s total assets amassed to $11.4 billion at the close of the transaction.
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Skience, the leading financial services solution and consulting provider, announced the launch of a virtual roundtable series, with a tongue-in-cheek reference to the company’s commitment to intellectual curiosity and knowledge sharing. The inaugural Skience Fair sessions will take place November 10–12, 2020, and thereafter on a monthly basis.
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Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) announced that Confluence Wealth Management LLC (“Confluence”), a registered investment advisor based in Portland, Oregon, will join Buckingham.
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LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that Ben Welch has joined the firm as executive vice president, Trading, effective today.
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WealthArc, a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, announced that it has been selected to provide its digital services to Eleutheria Wealth.
Find details here.
