CHICAGO, April 3, 2025 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that the firm has been ranked #9 on Crain's Chicago Business list of the " ...

Don Epperson, co-founder and CEO of wealth management platform Annise, said historically, it's been expensive for firms to securely host their data in a platform they have to maintain. Typically ...

As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are doing things differently—breaking away from the pack and redefining what ...

Chicago’s largest wealth management firms, which serve the region’s most affluent clients, oversee hundreds of billions in ...