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A round-up of people moves and M&A deals across North America M&A The wealth management firm has acquired Chicago-based Trinity Financial Advisors (TFA). This deal marks The Mather Group’s eighth acquisition in a little more than two years. TFA has provided financial planning services for Chicago’s working and retired business executives, healthcare professionals, attorneys and entrepreneurs since 2000. The financial terms of the deal were not disclosed. People moves Spearhead The wealth management and administration solutions provider has named Alyson Kest as chief compliance officer and...

Four strategic team members join UBS in Houston News provided by Share this article Share this article HOUSTON, Feb. 1, 2021 /PRNewswire/ -- UBS Wealth Management USA announced today that four strategic team members have joined the firm in Houston, Texas as the Truscott Wealth Management Group. Brian Truscott, Amy McMillen Jay, Lindsay Arvin, and Victoria Browning will be located in the Clear Lake office, overseen by Tom Drake, Senior Vice President-Wealth Management and Branch Manager. The Complex Director of the Clear Lake location is Scott Skinner, Executive Director at UBS. "We're excite...