HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...
“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 ...
The Atlanta-based firm's is raising its appeal to the affluent with a newly created position within its family office and ultra-high-net-worth division.
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 ...
The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...
Charlotte-based GCG Advisory Partners acquired First Fidelity Financial Group, the company announced Jan. 13. Headquartered ...
"Growth rates are picking up from 2024 to 2025," said Stephanie Lang, chief investment officer at Homrich Berg in Atlanta, ...
ETFs One of the easiest ways for Main Street investors to own alts is through a mutual fund or exchange-traded fund (ETF). They trade daily, which solves the liquidity problem, but experts say that ...
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