The Colony Group, a Boston-based registered investment advisory firm managing more than $13 billion, is acquiring Legacy Wealth Partners, a Calabasas, California-based RIA managing $288 million.
Terms of the transaction, which is expected to close later this year, were not disclosed.
Brad Levin founded Legacy in 2001, and David Tracy joined the firm in 2004.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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