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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 States , Downers Grove , Hoffman Estates , Brent Brodeski , Chris Collins , Keith Taylor , Kelso Chris Collins , Steve Dutton , Lavonne Brown , Kelso Company , Truist Bank , Marketing Communications , Savant Wealth Management , North American Focused , Truist Securities , Advisor Growth , Ardea Partners , Wealth Management , Savant Tax , Registered Investment , Park Falls , Employee Stock Ownership Plan ,

Wealth Enhancement Group acquires Macro Consulting Group

Wealth Enhancement Group acquires Macro Consulting Group
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