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Latest Breaking News On - Brent brodeski - Page 5 : comparemela.com
Savant adds $3.3B RIA Capital Directions | Financial Planning
Despite some signals that deal volume is slowing down in 2023, acquirers say the expanding breadth of client needs is driving more consolidation.
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RIA Roundup: Savant Acquires $3.3B Capital Directions
Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.
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Savant Wealth Management Acquires $3.3 Billion Capital Directions
/PRNewswire/ Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based.
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RIA Roundup: Mariner Wealth Advisors Acquires Tax Practice
RIA Roundup: 6 acquisitions, 3 new roles, 1 rebranding and a new head of NAPFA.
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Savant Lures New M&A Head From The Mather Group
Patrick Lawlor will help execute on Savant’s five-year growth plan, which includes an accelerated M&A strategy.
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