Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition
HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...
Morningstar9d
Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition
“For us, every firm that joins Homrich Berg must be a cultural fit and share our strong belief in putting clients first through high-touch, fee-only comprehensive wealth management aligned with ...
WealthManagement.com19d
$18B Homrich Berg Brings in Leader of Family Office Services
Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, has hired Tim Tallach as director of advanced tax planning and family office services, a newly created role within the HB ...
InvestmentNews19d
$18B RIA Homrich Berg welcomes tax planning lead to boost UHNW service
Homrich Berg, the Atlanta-based RIA with $18 billion in assets under management, is bolstering its appeal to well-heeled clients with a strategic hire to bolster its wealth planning. On Monday ...
Atlanta-based First Fidelity Financial Group sold to Charlotte-based wealth management consultant
Charlotte-based GCG Advisory Partners acquired First Fidelity Financial Group, the company announced Jan. 13. Headquartered ...
There Is an Alphabet Soup of Certifications for Advisors. Here Are the Ones That Count.
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
Reuters16d
Trump, broader growth in focus as US companies prepare Q4 reports
"Growth rates are picking up from 2024 to 2025," said Stephanie Lang, chief investment officer at Homrich Berg in Atlanta, and "what we view as a positive is the broadening out of earnings." Market ...