The Monitor Group

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  Two Big RIAs, Savant and Monitor Group, to Form $2.7B National Firm

  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.

• A Sure Bet?

  By James Picerno  |  February 1, 2007

  Monte Carlo analysis isn't a commodity service in finance, but it's getting there. A decade ago, virtually no one used Monte Carlo for evaluating client portfolios....

• High Flyers

  By Grace W. Weinstein  |  December 1, 2006

  At the pinnacle of the corporate structure is the C-level: CEOs, CFOs, CIOs, COOs, to name a few. As a group, they tend to be...

• Changes

  By Staff Writer  |  May 1, 2006

  Lynn Hopewell, the distinguished financial planning pioneer and former chairman of The Monitor Group in Fairfax, Virginia, who had a fascinating life and career within...

• A Planner's Planner

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  May 1, 2006

  The best thing about covering financial planning is the planners themselves: the vast majority of planners I've met over the years have been smart, service-oriented,...

• Planning Pioneer Lynn Hopewell Dies

  By James J. Green, AdvisorOne  |  April 6, 2006

  Leader of the profession passes away