EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for high-net-worth families and businesses “We chose EPIC for its alignment with our ...

SAN FRANCISCO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”) continues to expand its Private Client team by adding longtime Sports and Entertainment industry veteran Matt Allen as ...

Advisors are always seeking creative and innovative solutions to help their clients meet evolving needs and long-term goals. With more creative strategies, though, come more complex planning ...

SRG said Watkins will play a key role in its high net worth (HNW) offering as part of its wider segment buildout. She joins ...

ROLLING MEADOWS, Ill., April 1, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Fort Myers, Florida-based Specialty Risk Management Services, LLC, and its affiliate, ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. “These are the three big umbrellas in our industry — business insurance, ...

As the number of registered investment advisors and their assets under management continue to grow, the need to provide clients with specialized and personalized solutions becomes even more important.

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of ...

“Price Insurance embodies everything EPIC values – strong community ties, deep expertise in high-net-worth insurance and a multi-generational commitment to client service,” said Kevin Daley, president ...

SAN FRANCISCO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”) has acquired Chartwell Insurance Services (“Chartwell”), a Chicago-based firm specializing in personal property and ...