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Savant boosts advisors' 401(k) management with Pontera partnership

RIA firm hails 'significant operation improvements' from fintech platform.

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

/PRNewswire/ Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced.

Savant Wealth Management: Named to Inc. 5000 List

Savant Acquires Delaware CPA/RIA Businesses with $376M in Assets

Savant Wealth Management is acquiring Raymond F. Book & Associates, along with its affiliated RIA, a Dover-based firm with about $376 million in AUM.

An RIA Megamerger Is Coming

A popular parlor game among wealth management executives is handicapping which two giant RIAs will reshape the industry by joining forces. Such a megamerger…