Savant Wealth Management has initiated the next phase of an accelerated five-year growth plan with the acquisition of Virginia-based Alliant Wealth Advisors.
Robert Sofia, Snappy Kraken, and Penny Phillips, Journey Strategic Wealth, examine the importance of marketing within the wealth management industry and what crucial tricks advisors are missing out on.
As we see the commoditization of custody, what other services are custodians providing to RIAs? Steve Earner, head of LPL Financial’s RIA platform, addresses the topic.
Brad Bueermann, FP Transitions, and Lisa Crafford, BNY Mellon | Pershing, discuss how firms can attract and retain top talent during the current talent crunch.
Vance Barse, wealth strategist and founder, Your Dedicated Fiduciary, and James Fisher, vice president of mergers and acquisitions, FP Transitions, explore how to find 'the right fit' when it comes to acquisitions.
