News, Comment & Analysis results for Homrich Berg

Alt Investments
June 4, 2024

Mercer Advisors Takes Private Market Investing Up Another Gear

Overseeing more than $60 billion of client assets, Mercer Advisors is one of the big-hitters in

People Moves
June 6, 2023

Cresset Names Ex-Pitcairn Figure For Family Offices Role

The newly-appointed figure brings 30 years of experience to the role.

M and A
April 5, 2022

Atlanta-Based Homrich Berg Expands Southeast Footprint

As a result of the acquisition, the Georgia firms will create a business with combined AuM north

M and A
December 18, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Homrich Berg, SG Financial Advisors

The latest wealth management transactions in North America.

People Moves
February 10, 2020

Summary Of Executive Moves In North America Wealth Management - January 2020

A summary of moves in and around the the North American wealth management industry during January

People Moves
January 8, 2020

US Wealth Manager Hires Former Senior SunTrust, Genspring Figure

A senior figure in Atlanta's and the wider wealth management sector takes up a new role at a firm

WM Market Reports
November 11, 2019

Never Mind IQ, We Need More EQ - Charles Schwab Study

A Charles Schwab study of wealth firms looks through the data to big themes it sees as important to

Technology
January 30, 2015

Advent Unleashes Black Diamond Update

Advent Software, a provider of software and services for the global investment management industry,

People Moves
March 7, 2014

Summary Of Executive Moves - Americas: February 2014

A summary of executive moves in the Americas during the month of February.

Strategy
February 25, 2014

EXCLUSIVE INTERVIEW: Advent Software's CEO Peter Hess

This publication caught up with Peter Hess, Advent Software CEO, for a chat about recent strategy

Comment & Analysis results for Homrich Berg