Homrich Berg Lands $6.4B Maryland RIA

Published on December 11, 2024

The acquisition of Maryland-based multi-office and RIA WMS Partners will boost Homrich Berg’s total assets under management above $24 billion, according to the firm.

Continue reading on website
Other news

TradePMR Bets on Referral Program, Tech in Robinhood Deal

December 11, 2024
TradePMR's Robb Baldwin outlines the value the deal brings to RIAs, including a more tech-driven referral program and back-office systems not built on legacy platforms.

You're Not Listening!

December 11, 2024
Good listeners consistently demonstrate certain behaviors, like maintaining eye contact, avoiding distractions, and giving appropriate feedback during conversations. If you find yourself mentally wandering during conversations or focusing on how you will respond rather than understanding the speaker, these are signs of poor listening.