News, Comment & Analysis results for Chapel

People Moves
August 25, 2026

Summary Of Senior North American Executive Moves – June 2026

A roundup of moves, appointments and personnel shifts in the North American market.

M and A
August 5, 2026

Hightower Signature Wealth Adds $2.5 Billion Business

Since the start of this year, HTSW, which launched in October last year, has added almost $30

People Moves
July 14, 2026

Who's Moving Where In Wealth Management? – Baird Trust, Eton Advisors, Family Office Partners

The latest senior appointments, moves and personnel changes in the North American wealth sector.

People Moves
June 11, 2026

Matter Family Office Builds Regional Footprint

The family office firm has boosted growth in recent years with an investment pact two years ago and

Practice Strategies
April 1, 2025

How America's Wealthiest Families Avoid Generational Wipeouts

Preserving wealth is often more complicated than families expect, which can shatter the hope of

M and A
February 5, 2025

Mercer Advisors Targets Tennessee

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

M and A
January 8, 2025

Mercer Advisors Targets Pacific Northwest

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

M and A
December 4, 2024

Mercer Advisors Continues Run Of Purchases

Mercer Advisors has been among the more energetic acquirers of wealth advisory businesses in the

M and A
November 12, 2024

Mercer Advisors Targets Greater Denver, Colorado

Denver-headquartered Mercer Advisors, a national registered investment advisor (RIA), has been one

Comment & Analysis results for Chapel