See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.
With its eighth deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.
