Savant Wealth Management acquires PrairieView Partners
Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a St. Paul, Minnesota-based, CPA-led RIA, effective Aug. 31.Terms of the ...
Friday, September 18, 2026
Tag: management
A guide to firm-level quality management
CPA firms and professionals are adapting to new quality management requirements under the AICPA Statement on Quality Management Standards No. ...
When AI goes wrong in wealth management
Enjoy complimentary access to top ideas and insights — selected by our editors. As you may have noticed, artificial intelligence ...
AI-powered simulation sandboxes coming to wealth management
What if you could test how a client would react to a message before it's even sent?The emerging world of ...
Channel Management Solutions 90 Day Free Trial From CMR
Computer Market Research (CMR): The Ultimate Channel Management Compendium PART 1 Table of Contents for Part 1 Introduction to Channel ...
AI in Investment Management: 5 Lessons From the Front Lines
The investment management industry stands at a pivotal juncture, where artificial intelligence (AI) is reshaping many traditional processes and decision-making ...
Amid The Noise, Active Management Quietly Reinvents Itself
Despite the headlines proclaiming its demise, active investment management is not going extinct — it’s evolving. The traditional mutual fund ...
Book Review: Quantitative Risk and Portfolio Management: Theory and Practice
Quantitative Risk and Portfolio Management: Theory and Practice. 2024. Kenneth J. Winston. Cambridge University Press. The field of textbooks on ...
Embracing Opportunities: Women in Wealth Management on International Women’s Day
As we celebrate International Women’s Day, it is essential to reflect on the strides made by women in various sectors, ...
2025 Wealth Management Outlook: Spotlight on Investment Careers
The wealth management landscape is undergoing a seismic shift as single- and multi-family offices grow in scale, sophistication, and influence. ...
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