JULY 1, 2021

HIGH NET WORTH

Adam Hess

Spoiler: lack of education and/or business savvy isn't among them.

INDUSTRY

Asia Martin

Nearly a year and a half after integrating its last acquisition, Brent Bodeski's Savant Wealth Management has acquired a $250 million Michigan firm.

Sponsored by Morningstar

Join us to learn why we think inflation will subside later this year, understanding of current market dynamics and pockets of opportunity.

TECHNOLOGY

Samuel Steinberger

The digital wealth management platform improved its user interface in a "major update," according to the firm.

HIGH NET WORTH

Caleb Sainsbury, Christopher Murrer and Lyubo Georgiev

Machine learning and artificial intelligence updates also play a role.

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