Tag: Financial Advisory

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Announcements

1291 Group Acquires IPG to Strengthen Global Wealth Protection, US Life Insurance Access, and Cross-Border Advisory Capabilities Across the Americas

ZURICH — May 26, 2026 Executive Summary 1291 Group has acquired International Planning Group (IPG), strengthening the firm’s position across the Americas and expanding its access...

Announcements

Mesirow Launches Redesigned mesirow.com Platform to Elevate Digital Experience, Improve Access to Firm Expertise and Expand Global Stakeholder Engagement

CHICAGO, March 30, 2026 Executive Summary Mesirow Financial Holdings, Inc. has announced the launch of its newly redesigned mesirow.com, marking a significant milestone in the firm’s...

Announcements

Threadline Wealth Launches as Independent RIA Following Moss Adams Wealth Advisors Transition to Deliver Integrated Wealth, Tax, and Investment Advisory Services

SEATTLE — March 23, 2026 Executive Summary Moss Adams Wealth Advisors (MAWA) has formally transitioned to an independent firm and rebranded as Threadline Wealth, marking a...

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