The Atlanta-based wealth management firm is growing rapidly after an infusion of private equity. Flush with capital from a private equity investment, Homrich Berg is making moves. The Atlanta ...

SignatureFD’s Grow, Protect, Give, and Live (GPGL) framework offers a way to think differently about money, breaking it into ...

UBS today announced that 32 advisor teams in the firm’s South Wealth Management Market have been named to the 2025 Forbes Best-in-State Wealth Management Teams list.

Balentine, an Atlanta-based wealth management firm with about $8 billion in client assets, has sold a 20% stake to FJ Management, a Utah-based private holding company. As a result of the deal ...

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of ...

Mercer Global Advisors is asking a federal court to compel an exclusive Atlanta country club to ... pair of financial advisors who sold their wealth management firm to Mercer in 2021.

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team "I am excited and honored to join Fiduciary Trust International’s Atlanta team," said Mr ...

Mr. Thomas is a member of the Alabama State Bar and the Atlanta Estate Planning Council. About Fiduciary Trust International Fiduciary Trust International, a global wealth management firm ...

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a ...