Strategic backing delivers capital, infrastructure and institutional resources for growth for former UBS advisors.

Elevation Point backs Atlanta wealth firm Hampton Bluff Capital Partners in latest minority stake investment deal ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Goldman's new wealth management ...

Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management.

TORONTO & ATLANTA--(BUSINESS WIRE)--CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, today announced an agreement to acquire Brightworth, LLC ...

NewEdge Wealth has expanded its leadership team in Atlanta with the appointment of two financial professionals, marking another step in the firm’s ongoing growth across the Southeast. Paul Izlar joins ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The Atlanta-based wealth ...

NEW YORK--(BUSINESS WIRE)--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 ...

RALEIGH, N.C., Oct. 29, 2025 /PRNewswire/ -- First Citizens Wealth today announced the appointment of Erin McCaskill as Director and Atlanta Market Leader. Based in Atlanta, she reports to Ethan Van ...

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.

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 Franklin ...