Fiduciary Trust International, the wealth management business of trillion dollar asset manager Franklin Templeton, has ...

Bluespring Wealth ("Bluespring"), a leading acquirer of independent wealth management firms, today announced the acquisition ...

RALEIGH, N.C., Aug. 1, 2024 /PRNewswire/ -- First Citizens Wealth today announced it is expanding its presence in Atlanta to better support growing demand from its core clientele of entrepreneurs and ...

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 ...

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 ...

RALEIGH, N.C., Oct. 29, 2025 /PRNewswire/ -- First Citizens Wealth today announced the appointment of Erin McCaskill as Director and Atlanta Market Leader. Based in Atlanta, she reports to Ethan Van ...

The strategic partnership with Prehmus Financial, a wealth management firm with more than $900M in assets under management, expands BIP Wealth's presence across Metro Atlanta while pushing its assets ...

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced the acquisition of the businesses of ...

Jim Kaufman discusses how OpenArc transitioned 130 associates and 70 advisors from Merrill in a historic independent move ...

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.