Snowden Lane Partners’ Financial Advisors Named to the 2022 Forbes Best-In-State Wealth Advisors List
NEW YORK–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that John DiCiaccio and Alex Bryer have been named to the 2022 Forbes/SHOOK Best-In-State Wealth Advisors list. DiCiaccio serves as Senior Partner and Managing Director on The DiCiaccio Team, based in Snowden Lane’s Pasadena, [...]
North Square Joins Ranks of Chicago’s Largest Money Managers
Chicago, IL (April 19, 2022) -- North Square Investments has joined the ranks of Chicago’s largest money managers, ranking 26th by total assets under management as of December 31, 2021, according to Crain’s Chicago Business. Crain’s annual list, published at the end of March, showed North Square with $12.9 billion [...]
Snowden Lane Partners Adds New Advisor Team to Chicago Office
CHICAGO–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the formation of The Heitner Group, the latest wealth management team to join the fast-growing hybrid RIA. Based in Snowden Lane’s Chicago office, the new team is led by [...]
Reich & Tang Deposit Networks, LLC (R&T) and Total Bank Solutions (TBS) Announce Plan to Combine Firms to Accelerate Growth, Drive Innovation and Expand Product Offerings
NEW YORK (March 28, 2022) -- R&T and TBS announced today that they have entered into a definitive agreement to combine both companies. The combination of the two firms will provide banks, credit unions, wealth managers and trust institutions with a larger selection of products and services, designed to meet [...]
North Square Strategic Income Fund Surpasses $100 Million in Assets
Chicago, IL -- February 17, 2022 -- North Square Investments announced today that its North Square Strategic Income Fund (ADVNX), subadvised by Red Cedar Investment Management, achieved a key milestone during the month of January, surpassing $100 million in assets. “Through demonstrating an ability to navigate across multiple market sectors [...]
PMA Securities Acquires Crystal Financial Consultants, Inc.
Naperville, Ill. – December 23, 2021 – The Public Finance Group of PMA Securities, LLC (“PMA”) announced today that it has acquired the municipal advisory business of Crystal Financial Consultants, Inc. (“Crystal”), a top 10 Illinois school municipal advisor (“MA”) serving municipal issuers for over 30 years, from principal owner Dr. [...]