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 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.
This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape.
An estimated 45% of consumers with over $100,000 in assets changed their advisor in the two years prior to 2020 because they wanted a more digital experience. Learn more about the latest trends in behavioral finance.
Join this webinar on Thurs. May 12, as DreamWorks Animation co-founder and CEO Jeffrey Katzenberg discusses the role of storytelling in building businesses, from media and technology companies to financial advisor practices.
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