News, Comment & Analysis results for Savant Wealth Management

M and A
January 21, 2026

RIA M&A: What To Expect Next After Record-Breaking Year

Fresh data shows a notable rise in the pace of mergers and acquisitions in what is still in some

M and A
January 8, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Savant WM, APC Financial Planning, Mercer Advisors

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

People Moves
December 19, 2025

Summary Of North American Wealth Management Senior Moves – November 2025

A summary of wealth management moves for the North American market during November.

Strategy
December 16, 2025

Nathanson’s Sudden Exit As Focus CEO Surprises – And Puzzles – RIA Industry

Our US correspondent delves into the exit of Focus Financial Partner's CEO, the possible reasons

People Moves
November 20, 2025

Savant Wealth Management Names Chief People Officer

With $37.1 billion in AuM, Savant said its CPO has more than 25 years' experience in human capital

M and A
October 21, 2025

Private Equity House Agrees To Buy Stake In Canada's Wellington-Altus

The Canadian firm, founded in 2017, has said it is seeking to change the face of the country's

M and A
October 2, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Savant, Gryphon

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
September 4, 2025

Savant Acquires $1.2 Billion Minnesota-Based RIA

The transaction continues a number of M&A deals from Savant, and across the wider North American

People Moves
August 15, 2025

Summary Of North American Wealth Management Senior Moves – June 2025

A roundup of moves, appointments and personnel changes in North America's wealth sector during

M and A
August 11, 2025

Summary Of M&A Deals In North American Wealth Management

A round-up of the main transactions involving North American wealth management during April, May

Comment & Analysis results for Savant Wealth Management