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 ...

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 ...

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 ...

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.

NewEdge Advisors and NewEdge Wealth both announced adding talent and assets this week, along with EP Wealth and Crewe Advisors. Sanctuary Advisors also revealed the launch of another breakaway advisor ...

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 ...

His wealth management career began at Morgan Stanley, where he served in the Private Wealth Management division. In 2007, he founded Edge Capital Partners in Atlanta. He also served as Managing ...

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 ...

Rockford, Ill.-based RIA Savant Wealth Management has announced its largest acquisition to date. Savant acquired $3.3 billion AUM Atlanta-based fee-only Capital Directions, according to a company ...

ATLANTA, Dec. 19, 2025 /PRNewswire/ -- Buckhead Wealth Management today released its 2026 Economic Outlook, highlighting several possible global and domestic trends that may shape financial markets in ...

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 ...