Homrich Berg, which has $18 billion of assets under management, has been in expansion mode in recent months — especially in ...

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the ...

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its ...

The Atlanta-based firm's is raising its appeal to the affluent with a newly created position within its family office and ...

Homrich Berg, a fast-growing wealth management firm, will buy WMS Partners, a $6.4 billion multifamily office and registered investment advisor in Towson, Md. The acquisition is the largest ...

US-based wealth advisor Homrich Berg Wealth Management (HB) has agreed to acquire WMS Partners, a Maryland-based multi-family office and registered investment adviser (RIA). This acquisition will ...

The combined firm will have $25 billion in assets and more than 300 employees. STORY HIGHLIGHTS Homrich Berg acquires WMS Partners, expanding outside the South. The combined firm will manage $25 ...

Investors are watching to see if technology companies and related heavyweights will add to recent strong profit gains and ...

And the Atlanta-based RIA Homrich Berg buys up a $6.4 billion multifamily office and advisory practice. Steward Partners forms new hybrid branch on West Coast ...

The benefits of Roth IRAs are undeniable. Earnings and withdrawals are tax-free. There are never any required minimum distributions (RMDs). But advisors warn that converting regular IRAs to Roths ...