An Ohio federal court has dismissed a complaint brought by mega-RIA Mariner Wealth Advisor against upstart…
Tag: Savvy
Savvy Kicks Off Strategy to Lure Larger Teams With $270M RIA
Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth, has added an advisor…
Savvy Wealth Raises $72M, Adds Mark Casady to Board of Directors
Savvy Wealth, a technology platform provider to RIAs with a digital-first bent, announced the closing of…