Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and expand his service model across 15 states, with national ambitions.
In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.
Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives.
Re-Envision Wealth Anna N’Jie Konte details the importance of speaking on a "human" level to clients.
The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.
Wright Ford Young & Co. launched its new division on the Integrated Partners platform.
