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 ...
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 ...
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 ...
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So, who won the Larry Berg Trial Puzzle Competition?
The Larry Berg Time Trial Puzzle Competition 2024 was successfully held at the High River Library on Thursday, January 2 and Saturday, January 4, 2025. Larry Berg was the sponsor/judge and Paul ...
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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." ...
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Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services
"Tim's appointment marks a significant enhancement in our ability to offer specialized tax guidance to clients," said Thomas Carroll, President and CEO of Homrich Berg. "His established track record ...