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A New Model for RIA M&A?
Matt Ackermann
When Savant Capital Management, a $2.2 billion registered investment advisory firm, and The Monitor Group, a $500 million RIA, announced earlier this week that they were planning to merge, many industry pundits were left scratching their heads. Why were two reasonably successful RIAs merging?
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%























