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Content tagged "Savant Capital Management"

Savant Capital Management

Filed under: 401k Plan Consultant, RIA Serving Endowments/Foundations
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Bernie Clark with Paul Merage Scbool of Business dean Andy Policano: 'Schwab is thrilled to be supporting academic institutions to cultivate highly skilled future business leaders'.

Schwab nonprofit ponies up $500K for simulated securities floor to give prospective advisors hands-on experience
Cozying up to academic institutions has both a charitable and a shrewd side; Zero Alpha Group also launches an education project

Friday 1.18.13
Schwab held IMPACT in Chicago this year but really the city was already very much on the RIA map.

The case for Chicago as an epicenter of the RIA world
The rise of registered investment advisors here means the city, once viewed as a very secondary financial center to New York and the Bay Area, is coming into its own in a big way

Tuesday 12.11.12
Jon Beatty: We see private equity participating directly and indirectly through the national acquiring firms.

Even as mired markets stalled Q2 merger deals, private-equity-fueled national acquirers revved up prices
Only eight M&A deals were inked in the second quarter according to Schwab Advisor Services but what there was, was 'cherce'

Friday 7.27.12
John Furey: Everyone just hit it off.

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO
The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

Monday 4.30.12
"We don't have to work with aggregators," says Tom Muldowney, pictured here (l-r) with Glenn Kautt and Brent Brodeski, Dick Bennett, Tom Muldowney

Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money
Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms

Wednesday 4.25.12
Kristin Gibson: Clients will really force your hand out of fear.

Russell Investments and Fidelity both see disconnect between HNW investors and RIAs in separate studies
Mere millionaires prefer fixed income and ultra-wealthy Tiger 21 members also edge toward perceived sleep-at-night investments

Thursday 6.23.11
Tawn Jacobs: It’s so cool to do these Roth conversions where people don’t owe anything at all.

A tide of Roth conversions sweeps through the advisory business this month
The Bush tax-cut compromise is changing calculations, again

Thursday 12.9.10
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