Savant’s acquisition of Exencial Wealth Advisors will boost Savant’s capabilities and presence in several states, says CEO ...

Finance leaders will explore how teams can deploy AI with stronger governance, oversight and audit confidence At ...

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced new partnerships with Exencial Wealth ...

Among a flurry of deal announcements to cap off the month of March, Savant is marking a M&A milestone with a $6 billion firm ...

In addition, Savant Wealth CIO gets advice officer duties; InspereX bolsters RIA and private market sales teams; and Bob Oros ...