The team, which managed $1 billion at Raymond James, has created Cohen Capital Advisors, with Fidelity and Schwab as ...

Windgate Wealth Management is the second acquisition overseen by Mac O'Brien, Chief Growth Officer at Rothschild Wealth Partners, since he joined the firm in the summer of 2025. This merger represents ...

Gift Article 10 Remaining As a subscriber, you have 10 articles to gift each month. Gifting allows recipients to access the article for free. Caprock Group hires Goldman wealth adviser as it builds ...

CHICAGO, Jan. 14, 2026 /PRNewswire/ -- Burling Wealth Partners, an independent Registered Investment Advisor, announced today that it has surpassed $1 billion in client assets under management as of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A national investment firm is ...

With the moves made by its partner firms, the new Hightower Signature Wealth W-2 advisor channel jumps to more than $20.8 ...

CHICAGO--(BUSINESS WIRE)--UBS Private Wealth Management today announced that Coyle, Schmitt & Beaudoin Wealth Management Group have joined the firm in Chicago, Illinois. The seven-person team, ...

Chicago’s banks are beefing up the investment services they offer their richest customers as they view the wealth management sector as a consistent source of long-term profit growth. A growing field ...

Andy Timmerwilke is a Managing Director at Merrill (Bank of America) in Chicago advising high‑net‑worth families, executives, ...

For wealth management professionals, 2025 saw record M&A deal volume for registered investment advisor firms, further consolidation among broker-dealers, and shifts in regulation. Next year augurs ...