Savant Wealth Management, a Rockford, Illinois-based registered investment adviser managing $11 billion, will acquire Treybourne Wealth Planners, a Greenwood, Indiana-based RIA managing $321 million.
Terms of the acquisition, which is expected to close at the end of August, were not disclosed.
Treybourne principals Martin Armbruster and Stephanie Willison will join Savant’s group of member owners.
Retirement savings gap widens as clients underestimate nursing home costs by nearly half.
Aurora-based Beacon Financial Group selects broker-dealer’s Empowered Independence channel to secure its next chapter.
In this InvestmentNews TV panel, leading advisors discuss longevity risk, retirement income planning, withdrawal strategies, healthcare costs, and the mindset shifts retirees need to enjoy the wealth they've worked so hard to accumulate.
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami
Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
