Savant Capital Management didn't just buy an accounting firm -- the $4 billion RIA also bought a hedge against future revenue risk, says CEO Brent Brodeski.
The deal to buy Green, Plagge & Shaw, a St. Charles, Ill.-based, accounting, tax and payroll firm, was directly influenced by the increasing commoditization of investment management, Brodeski says.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access