“While the firm’s digital associates are currently limited to direct account opening, Cambridge is at work expanding their agentic-AI capabilities, with brokerage account opening functionality nearing ...

Atlanta-based Homrich Berg Wealth Management, an independent wealth management firm with $25 billion in client assets, has rebranded as HB Wealth, the firm announced today.

Moisand Fitzgerald Tamayo, an independent financial planning firm based in Orlando, Fla., managing more than $1.2 billion in client assets, has added two new ownership partners. At the same time, two ...