With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.
Sen. Elizabeth Warren and Rep. Katie Porter are pressing the regulator after a Georgia judge called the fairness of its arbitration process into question.
Charles Schwab's direct indexing option will start with three indexes, tax management and daily attention, and be available to advisors, the custodian announced.
Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner so she could help others take control of their financial destinies. In 2019, after building the practice to $500 million in AUM...
