E*Trade
Morgan Stanley agreed to acquire E*Trade for $13 billion, fusing together an old-school brokerage business of wealthy Wall Street clients with a digital Main Street brand that resonates with younger people.
GCW Global Customised Wealth
GCW Global Customised Wealth announced two partners have joined the firm, Adam Domat, serving in the capacity of investment professional, and Mark Evans, serving as chief operating officer and chief financial officer. Domat will focus on investment sourcing and diligence, as well as contributing to the ongoing enhancement of GCW’s portfolio construction modelling. Evans will be responsible for developing and maintaining GCW’s operational and financial processes and controls.
Visionary Wealth Advisors
Visionary Wealth Management, a Wisconsin-based firm with $1.8 billion in managed assets will be joining RBC Wealth Management, making the team the largest RBC team in the state.
