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Savvy Adds Four Advisors With Combined $170M

The digital-focused advisory recruits advisors from UBS, Farther and others, bringing its total assets to over $400 million. ....

New-york , United-states , Miami , Florida , Ritik-malhotra , Scott-eichler , Josh-branham , Chase-austin , Robbins-financial-group , Merrill-lynch , Savvy-advisors , New-york-city-based

Savvy Advisors Grows Team to 20 with the Addition of Four New Wealth Managers

Savvy Advisors Grows Team to 20 with the Addition of Four New Wealth Managers
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

Kentucky , United-states , New-york , Orange-county , California , Miami , Florida , Louis-green , Arynton-hardy , Ritik-malhotra , Dustin-parsons , Aaron-wiegman

The AI Assembly at Wealth Management EDGE: The Future of AI

The AI Assembly at Wealth Management EDGE: The Future of AI
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Eric-ludwig , Ron-bullis , Ritik-malhotra , Cory-mccruden , Alec-crawford , Ashley-longabaugh , Chet-bennetts , Gabe-rissman , Mike-conover , American-college-of-retirement-income , Ernst-young

From robo advisors to AI: shifting trends in wealth management

From robo advisors to AI: shifting trends in wealth management
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.

Blackrock , Florida , United-states , Melbourne , Victoria , Australia , American , Ritik-malhotra , Christopher-marsico , John-mileham , Craig-martin , Market-research

Savvy Attracts Real Estate Expertise from EisnerAmper

With a background managing complex real estate portfolios, David Gottlieb joins Savvy for back-office support and improved services. ....

West-orange , New-jersey , United-states , Ritik-malhotra , David-gottlieb , Gottlieb-flekier , Jerry-gottlieb , Property-owners-association-of-new-jersey , Morgan-stanley , Savvy-advisors , Savvy-wealth , Einseramper-wealth-management