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Articles tagged "The Monitor Group"


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Brent Brodeski: At $3 billion in AUM we would need to add $450 million per year just to achieve the 15% growth Harvard claims to be table stakes.

What I learned at Harvard Business School that doubled my RIA assets to $3.3 billion in two years

$13,000 and seven days in Boston sparked a sales revolution, a deal-making mindset, a TAMP and an online venture

June 4, 2013 at 5:54 PM

"We don't have to work with aggregators," says Tom Muldowney, pictured here (l-r) with Glenn Kautt and Brent Brodeski, Dick Bennett, Tom Muldowney

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 at 2:58 PM

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