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News, analysis and opinions on RIAs.

Savant Capital Picks Up Chicago-Area RIA

  • May 21, 2015
    blog

    Savant Capital Picks Up Chicago-Area RIA

    Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of Orion Capital Management. Winnetka, Ill.-based Orion is a fee-only independent registered investment advisor with six employees and $150 million in assets under management. The move to join Savant was a good growth opportunity for Orion, the firm’s president and founder James W. Kyle Sr. said in a statement Thursday....More
  • Apr 24, 2015
    blog

    Private Equity, Banks Get Back in the RIA Deal Game

    After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015, according to DeVoe & Company....More
  • Apr 15, 2015
    The Daily Brief

    Women Retire Poorer

    RIAs need to view technology as an investment, not a cost, according to the RIA in a Box Compliance Blog. And those firms that are aggressive in adopting new technologies are also the ones that grow the fastest....More

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