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Meet the Exchange Advisor Council

Meet the advisors on the council helping to make Exchange 2024 the most important financial advisor event of the year.

United statesColumbia universityNew yorkKelley schoolPuerto ricoEdwardd bakerMichael dursoMarguerita rita chengGoldman sachDavid garffPhil huberAnna njie konteEconomics at michigan technological universityInvestment committeeMerrill lynchUniversity of california

Phil Huber: Finding an Edge in Alternative Investments

The blogger and CIO of Savant Wealth Management discusses his new book on alternative investments amid a sobering outlook for the traditional 60% stock/40% bond portfolio.

United statesBrian portnoyGeorge castadyChristine benzPatrick oshaughnessyPhil huberJeff ptakKari greczekExchange commissionMedallion fundMorningstar research servicesKelley school of business at indiana universityMorningstar incIm jeff ptakMorningstar researchIm christine benz

Savant Wealth Management Steps Back into Acquisition Mode

Savant Wealth Management Steps Back into Acquisition Mode
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Salt lake cityUnited statesBloomfield hillsRebecca stroudBrent brodeskiWayne titusRamey beckerChris carlsonMelissa orlandoCynosure groupAdvisory business servicesSavant wealth managementBusiness advisory servicesHuber financial advisorsNonami investmentsVlassic investments