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Entries for 'Brent R. Brodeski'

15
Timeless Maxims

Savant started managing money in April of 1993. The then, far-fetched concept of managing investments in a disciplined, evidence-based, fee-only, fiduciary way was unique and, frankly, on the fringes. At the time, index funds represented less than one percent of all mutual fund assets and ETFs were in their infancy. Asset allocation and broad global diversification were ivory tower academic concepts that retail investors did not understand and mostly ignored.

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21
How To Grow With An M&A Strategy
Achieving a healthy growth rate means RIAs need to add top advisory talent to develop business and oversee key relationships. RIAs can acquire such ...

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04
We were intrigued by the idea of leading RIA firms putting their heads and resources together in a think tank to research one big investment question:...

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