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By John Sullivan, AdvisorOne |
May 13, 2013
Does online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.
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By James J. Green, AdvisorOne |
April 26, 2012
Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.
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By Ellen Uzelac |
May 1, 2011
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By Melanie Waddell, AdvisorOne |
December 1, 2008
Now that Barack Obama has been elected the next President of the United States, the nation's inboxes, airwaves, and TV screens are awash with advice...
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By James J. Green, AdvisorOne |
August 1, 2008
When advisor Paul Sutherland is considering stocks for possible inclusion in his Utopia Funds portfolios, he evaluates the strength of the company's brand since, he...
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By Staff Writer |
July 19, 2007
The pension plan of Rockford, Illinois-based Savant Capital Management, is the first in the U.S. to be certified by the Centre for Fiduciary Excellence (CEFEX), based in Toronto. The criteria for certification include "22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio across multiple asset...
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By Marian Miller Chang |
March 1, 2007
Nobody feels ambivalent when it comes to the advisor's role in picking stocks. But what exactly are we talking about? Students of Benjamin Graham--who counts...