Savant Capital Gains $50M Investment, Key Partners to Continue Growth
With the new capital, more employee owners and partners like Ron Carson, the Illinois-based RIA firm plans more acquisitions.
United Capital Adds 2 Firms, $1.5B in Assets
The fast-growing RIA consolidator picks up retirement and wealth management groups in Maryland and Pennsylvania.
United Capital Adds 23-Member Wealth Management Team
A Denver-based wealth management firm with $2 billion in AUM happily casts it lot with United Capital, becoming its biggest acquisition to date.
Cambridge’s Continuity Partners Group Welcomes First RIA
Gould Asset Management, with $450 million in AUM, joins 168 Cambridge reps in advisor succession group.
The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.