Articles tagged "Savant Capital Management"


HeadlinePublish date

Bloomberg warns that BloombergBlack is shutting down

The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road

July 25, 2013 — 10:29 PM UTC

Barney Frank puzzles crowd on his fiduciary stance at TD summit -- as questions from Skip Schweiss and advisors expose his haziness on the RIA structure and soul

The namesake of the Dodd-Frank bill seems to buy into a suitability approach as a gold standard for financial advice

June 13, 2013 — 6:02 PM UTC

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients

Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

May 31, 2013 — 8:01 PM UTC

Schwab nonprofit ponies up $500K for simulated securities floor to give prospective advisors hands-on experience

Cozying up to academic institutions has both a charitable and a shrewd side; Zero Alpha Group also launches an education project

January 18, 2013 — 4:28 AM UTC

The case for Chicago as an epicenter of the RIA world

The rise of registered investment advisors here means the city, once viewed as a very secondary financial center to New York and the Bay Area, is coming into its own in a big way

December 11, 2012 — 6:05 AM UTC

Even as mired markets stalled Q2 merger deals, private-equity-fueled national acquirers revved up prices

Only eight M&A deals were inked in the second quarter according to Schwab Advisor Services but what there was, was 'cherce'

July 27, 2012 — 4:22 PM UTC

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO

The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

April 30, 2012 — 12:56 PM UTC

Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money

Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms

April 25, 2012 — 2:58 PM UTC

Russell Investments and Fidelity both see disconnect between HNW investors and RIAs in separate studies

Mere millionaires prefer fixed income and ultra-wealthy Tiger 21 members also edge toward perceived sleep-at-night investments

June 23, 2011 — 2:32 PM UTC

A tide of Roth conversions sweeps through the advisory business this month

The Bush tax-cut compromise is changing calculations, again

December 9, 2010 — 6:44 AM UTC
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