News, Comment & Analysis results for Savant Wealth Management
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Savant Seals Largest Partnership Deal To Date In Massachusetts
The nationwide wealth management group said the deal – the price of which wasn't disclosed –
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
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.
Summary Of North American Wealth Management Senior Moves – November 2025
A summary of wealth management moves for the North American market during November.
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
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
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
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.
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