A national investment firm is consolidating its Chicago presence in a location that's far from the typical financial district ...

RWM has unveiled its newest office in Chicago's iconic Salt District as JPMorgan Chase bares plans to scale across four ...

“This isn’t a bank branch. It’s a space that feels like Chicago — creative, raw, real. We’re building a wealth management firm that defies the conventions of this industry. We’re a ...

Alex Bigelow, Managing Director, is Baird's Private Wealth Management Market Director in Chicago. He joined Baird in 2016 and has more than 35 years of experience in the financial services industry.

The wealth management arm of Truist Financial has moved into the Chicago market. With the addition of a 10-person team in Chicago, Truist Wealth now operates in nine of the 10 largest U.S. markets ...

Intimate types of advisory relationships used to be exclusive to high-net-worth individuals and family offices, but they are ...

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 ...

Churchill Management will be the first external firm that Focus Partners Wealth has acquired since it rebranded in January.

today announced an asset purchase agreement of Chicago-based OFM Wealth. This acquisition propels Modern Wealth’s assets under management (AUM) to over $7.5 billion and marks the firm’s 16th ...