EP Wealth has acquired CornerCap Investment Counsel, an Atlanta-based firm with $1.1 billion in managed assets. It’s EP Wealth’s fourth deal this year and the second totaling more than $1 billion in ...

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.

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Atlanta has long been a city defined by growth, resilience ...

Prime Capital Financial, an Overland Park, Kan.-based registered investment advisor with $33 billion in assets, has made its first acquisition of the year, a $1 billion RIA in Georgia. Prime Capital, ...

CHARLESTON, S.C. & ATLANTA--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”) and Catalyst Wealth Management (“Catalyst”) are excited to announce a partnership. The new DBA, Catalyst Apollon, ...

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 ...

NewEdge Wealth has added a new office in Atlanta, Georgia, with the hire of a team formerly with J.P. Morgan Wealth Management. Leading the office is Roland Pritchett as managing director, who is ...

ATLANTA--(BUSINESS WIRE)-- Northern Trust has appointed Jordan Kiel as president of the Georgia market responsible for leading an Atlanta-based team in the delivery of holistic advice, superior client ...

Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked ...

The addition of two advisors to Stamford, Conn.-based NewEdge Wealth has enabled the firm to expand its presence in Atlanta, NewEdge announced today. Paul Izlar and Brendan Keelan have joined NewEdge ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Change is a constant in an ever-evolving industry like ...

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 ...