Banking & Finance

Zhang Financial shares view from top of the industry

Managing Partner, CEO Charles Zhang says his wealth management firm emphasizes controlled growth, trust, consistency.

March 24, 2017

DOL initiates hold on fiduciary responsibility

Ruling will not be enforced April 10, but smaller firms work to get in line with standards.

March 24, 2017

Bank exec says variety fuels GR economy

Region has 20 companies with almost 2,000 employees each, which limits recession fears.

March 24, 2017

Law eases trust planning for disabled individuals

Special Needs Trust Fairness Act allows competent individuals with disabilities to create their own trusts, saving time and money.

March 17, 2017