EP Wealth Advisors Expands Presence in Chicago Area with Acquisition of Rappaport Reiches Capital Management

by Katie Copeland | Jul 22, 2025 | EP

True North Advisors Expands West Coast Presence with Acquisition of Blue Investment Partners

by Katie Copeland | Jul 14, 2025 | True North

Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion

by Katie Copeland | Jul 8, 2025 | Merit

Apella Wealth Welcomes Independence Wealth Advisors, Growing AUM by $207 Million

by Katie Copeland | Jul 1, 2025 | Apella

Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint

by Katie Copeland | Jun 26, 2025 | Merit