M and A
September 2, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Creative Planning, TrueWealth, Others

The latest transactions and acquisitions in the North American wealth management industry.

People Moves
December 10, 2014

Georgia-Based Wealth Manager Names Principal

Atlanta, GA-based TrueWealth has hired Michael Maiorano as principal – a move which the firm said

Strategy
July 11, 2014

Georgia-Based Wealth Firm Gets A Rebrand

Windham Brannon Financial Group, a financial planning and wealth management firm, has changed its

Family Office
March 19, 2006

The wealthy are pretty happy, all considered