M&A activity has re-shaped the wealth management industry in recent years - but it also accelerating the evolution of the business, and ultimately access to financial advice. 
 
In this episode of RIA Edge, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brent Brodeski, CEO of Savant Wealth Management, about the firm's inorganic and organic growth, as well as its objective to extend advice to millions of new investors. 
 
Specifically, Mark and Brent discuss:

- How Savant Wealth evaluates potential acquisitions and what a good fit looks like
- Where the overall industry is currently in the M&A cycle
- The difference between return on investment and return on “impact”
- What do RIAs need to attract more talent in the future

Resources:
 
RIA Edge Podcast: https://www.wealthmanagement.com/ria-edge-podcast 
 
Connect With Mark Bruno:
 
WealthManagement.com: https://www.wealthmanagement.com/ 
WealthManagment.com LinkedIn: https://bit.ly/WealthManagementLI 
LinkedIn: Mark Bruno: https://www.linkedin.com/in/mark-bruno-046b735/ 
Twitter: Mark Bruno: https://twitter.com/brunz99 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
 
Connect With Brent Brodeski:
 
Linkedin: Brent Brodeski: https://www.linkedin.com/in/brent-brodeski-b760651/ 
Savant Wealth: https://savantwealth.com/

RIA Edge Podcast:   Savant’s Brent Brodeski: How M&A is Accelerating the Evolution of Advice

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

RIA Edge Podcast: Savant’s Brent Brodeski: How M&A is Accelerating the Evolution of Advice

WealthManagement.com

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