Bison Wealth LLC is a national financial advisory firm headquartered in Atlanta, GA. The firm has $2.8 billion under management and employs 49.The firm caters to 9,112 clients of varying types.

Wealth management giant hungry for assets in DFW: "Honestly, until you get to $20-$25 billion, you haven’t scratched the ...

The head of Cresa's Atlanta office has departed for a New York-based brokerage firm. Chris Scott joined Newmark Atlanta as its market leader, reporting directly to the Southeast region market ...

With the help of our API-first tech stack, we are helping Round enable companies to manage liquidity ... a partnership with Fint Invest, a digital wealth-building and educational platform catering ...

Karl Heckenberg, who heads a private-equity firm with $1 billion to invest in independent wealth management firms, says the secret to his career success is simple. “I think a lot of it is that ...

Meanwhile, Merit Financial Advisors – which also took a minority investment from WPCG and HGGC – has acquired Sanctuary Wealth Management and its subsidiary, Fiduciary Services, marking its first ...

Bulls held the fort for three days, driving the Nifty 50 beyond 22,900 with a gain of 73 points on March 20. The market breadth remained strong, with approximately 2,196 shares advancing compared ...

Securities firms rush to foster family office business ... The services include wealth management, investment and other conventional forms of financial planning, in addition to expert advice ...

today announced its strategic integration with Oppenheimer & Co. Inc., a leading investment bank and wealth management firm. Through this integration, Oppenheimer's clients will be able to ...

With wealth management firms grappling with the need to adopt AI tools (which may involve complex integrations) while staving off cybersecurity threats and positioning the company for growth ...

In its wake, aspiring Chinese hedge fund managers such as Baiont Quant, Wizard Quant and Mingshi Investment Management are stepping up AI research, while dozens of mutual fund companies are ...