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As private equity funds snap up independent financial advisory firms, they re bringing Wall Street business practices to wealth management

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.

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The Dark Side of Dealmaking

The RIA M&A market may be hot, but advisors should proceed with caution, said speakers at the MarketCounsel Summit this week.

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Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

ROCKFORD, Ill., Oct. 7, 2021 /PRNewswire/ Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has

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Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

/PRNewswire/ Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets.

United statesDowners groveHoffman estatesBrent brodeskiChris collinsKeith taylorKelso chris collinsSteve duttonLavonne brownKelso companyTruist bankMarketing communicationsSavant wealth managementNorth american focusedTruist securitiesAdvisor growth

Wealth Enhancement Group acquires Macro Consulting Group

Wealth Enhancement Group acquires Macro Consulting Group
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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