Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

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

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 ...

April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management Services. She is a skilled tax attorney with a resume that includes serving as ...

One need only glance at headlines about Jeff Bezos, Elon Musk and other super-wealthy individuals to understand that wealth in America is increasingly concentrated in fewer and fewer hands.

Strategic wealth management is about creating a financial planning strategy to set a path for achieving your financial goals. The beauty of having this strategy in place is that it doesn’t ...

Another major Atlanta wealth manager is getting an infusion of private money. Balentine Partners sold a 20% stake in itself to Utah-based FJ Management Inc., the companies announced Jan. 14.

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 ...

The wealth management sector is undergoing a “complete transformation” with customer-centric innovation being a major focus for firms. Capgemini looked at the key trends that would be ...