The application to open a trust company is the Canadian financial services firm’s latest development in a busy two years after first entering the U.S. RIA space.

Savant Wealth Management has announced three promotions and one new hire as part of a five-year, 500% growth plan supported by capital from Kelso & Company.

The decline in the regulatory authority’s operating revenues is expected to be offset by previously announced fee increases on member firms.

What you need to know about the businessman who managed to secure the most expensive work by an American artist sold at auction. 

Skafco, which includes financial planners Rod Skaf and Wayne Niles, operates out of Dublin, Ohio; both planners have more than three decades of experience in the industry.

Advisor head count remained flat quarter over quarter, although the independent broker/dealer recruited a record $529 million in new assets during the first quarter of 2022.