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Congress Wealth Management Acquires MainLine Private Wealth

Congress Wealth Management Acquires MainLine Private Wealth
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US in the news: Fairport Wealth names CEO | International Adviser

US in the news: Fairport Wealth names CEO | International Adviser
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Audax Purchases Minority Stake in Congress Wealth Management

Congress Wealth Management serves clients across the U.S. from its Boston headquarters and offices in six other cities.

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RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

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CI Financial cashes in big with sale of Boston RIA

CI Financial announced this week the sale of its minority ownership stake in Boston RIA Congress Wealth Management to Audax private equity.

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