US in the news: The Mather Group buys Chicago advice firm
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...