News, Comment & Analysis results for Heritage Trust

M and A
October 3, 2023

Merged Argent Businesses Get Brand Makeover

Both businesses had merged into the Argent Financial Group, and now they are changing their names.

People Moves
July 17, 2023

Summary Of North American Wealth Management Executive Moves – May 2023

A busy month for moves and appointments in the North American wealth management space.

People Moves
May 3, 2023

Who's Moving Where In Wealth Management? – Heritage Trust Company

The latest senior moves in the North American wealth management sector.

People Moves
January 5, 2023

Summary Of Moves In North America Wealth Management – November 2022

The latest senior moves in the North American wealth management sector.

Compliance
November 17, 2022

Compliance Corner: US Treasury Acts Against Russians, Entities

The US Treasury is trying to stop Russians, including persons operating outside Russia, from

People Moves
November 8, 2022

Who's Moving Where In Wealth Management? – Procyon Partners, Heritage Trust

The latest senior moves in the North American wealth management sector.

People Moves
July 20, 2022

Summary Of Wealth Management Senior Moves In North America – May 2022

A roundup of the moves and appointments in the North American wealth management sector during May.

People Moves
May 24, 2022

Who's Moving Where In Wealth Management? – Heritage Trust

The latest senior wealth management moves and appointments in North America.

Reports
February 1, 2022

Heritage Trust Company Names New President

The organization is part of Argent Financial Group, a group with $37 billion of assets.

People Moves
July 6, 2021

Summary Of Senior Moves In North America's Wealth Management Sector - May 2021

May was a busy month for the North American wealth management industry, with names such as UBS,

Comment & Analysis results for Heritage Trust