Articles tagged "Brent Brodeski"


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Fed up owner of $5.4 billion RIA prepares to run for U.S. Senate as independent

Neal Simon, CEO of Bronfman Rothschild and advocate of The Centrist Project, has exploratory committee in place and will decide by February

December 20, 2017 — 10:13 PM UTC

Why Brent Brodeski, a $6-billion GOP RIA, is in a furious full-time fight against the Republican RIA-unfriendly tax bill

The Rockford, Ill.-based owner of $6-billion Savant Capital makes appeals to Paul Ryan, Ron Johnson and other GOP higher-ups after LLC income gets short shrift

December 14, 2017 — 12:44 AM UTC

How Brent Brodeski 'cut the middleman out' to get a no-strings $50 million for succession nirvana

Needing to cash out retiring partners, Savant Capital's CEO thought he needed to sell his $4.7B RIA -- 70 'conversations' later he met the potential moneymen

October 5, 2016 — 5:55 PM UTC

What they do teach at Harvard Business School that's worth learning even after banking monetary success

Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose

April 3, 2014 — 6:19 AM UTC

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

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 — 5:54 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
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