GenXFinancial Acquires Boston Partners Financial Group as Largest Super-OSJ.

MANews-(C)2009-2021

Tennessee, US-based wealth management firm GenXFinancial, specialising in serving NextGen financial professionals, has acquired Boston Partners Financial Group, as the largest super OSJ affiliated with GenXFinancial, Advisor Group's Royal Alliance subsidiary, the company said.

Terms of the transaction were not disclosed.

Upon completion of the transaction, GenX will oversee USD 9bn in total client assets and supervise 180 independent financial professionals. It will also be the largest Super-OSJ affiliated with Advisor Group's subsidiary, Royal Alliance Associates.

Boston Partners Financial Group is a New England-based financial advisory firm and Super-OSJ...

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