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Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.
April 19 -
The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.
April 18 -
The $263 million practice’s new IBD reported record recruiting for 2017, helped in part by the movement of advisors following LPL’s massive acquisition.
April 9 -
Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.
April 6 -
Ad hoc or structured approaches can both work, but results depend on the amount of effort.
April 4 -
Dan Arnold received a 155% raise in his first year atop the nation’s largest independent broker-dealer.
April 2 -
Assume everything you say is on the record, and don’t overshare.
March 28Dynasty Financial Partners -
The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.
March 19 -
The newly merged practice became the seventh largest at the No. 18 IBD.
March 15 -
The new location will initially have 200 employees, most of which will be in areas like technology and wealth management.
March 15