JoycePayne Partners, a fee-only financial planning firm, has a new name: Agili. The firm also named its leadership team as it celebrates its 25th anniversary. Michael Joyce, former president of ...

CW Advisors, a registered investment advisor, said it has acquired another RIA, Agili, in a deal that adds $1.2 billion of assets under management to CWA.

With the Agili acquisition, CWA has 11 offices across the country, 113 employees and more than $10 billion in assets under management. Mass. investment adviser acquired by national wealth manager ...