M&A activity has re-shaped the wealth management industry in recent years – but it also accelerating the evolution of the business, and ultimately access to financial advice.
In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brent Brodeski, CEO of Savant Wealth Management, about the firm’s inorganic and organic growth, as well as its objective to extend advice to millions of new investors.
Specifically, Mark and Brent discuss:
- How Savant Wealth evaluates potential acquisitions and what a good fit looks like
- Where the overall industry is currently in the M&A cycle
- The difference between return on investment and return on “impact”
- What do RIAs need to attract more talent in the future
Connect With Mark Bruno:
- LinkedIn: WealthManagment.com
- LinkedIn: Mark Bruno
- Twitter: Mark Bruno
- LinkedIn: Informa
Connect With Brent Brodeski:
About Our Guest:
Brent is the CEO and a founder of Savant. He has been involved in the financial services industry since 1988 and previously taught investment and finance courses at Rock Valley College, Rockford University, and Northern Illinois University. Brent earned a bachelor of science degree in finance and economics and a master’s degree in business administration with an emphasis in accounting from NIU. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Financial Analyst® (CFA®).
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