Heritage Financial, an RIA that had grown to $3.9 billion in assets, will adopt the Savant name while continuing to work from its Massachusetts offices.

OAKVILLE, ON, Feb. 4, 2025 /CNW/ - Manulife Wealth* is pleased to announce that Heritage MD, specializing in wealth advisory services for healthcare professionals, has joined the Manulife Wealth ...

-- The $3.9 Billion Deal Marks Savant’s Largest Partnership to Date -- Bean, who founded Heritage in 1995, became familiar with Savant through industry groups and study forums. "Through our ...

The addition of Heritage Financial is Savant’s largest deal to date and adds three offices in the Bay State.

Aspen Standard has also partnered with a $1 billion RIA, marking its largest deal to date, while Choreo expands in the West ...

Heritage Wealth Management Inc. CA grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 151.6% during the 4th quarter, HoldingsChannel reports. The fund owned 1,716 shares of the financial ...

SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through ...

A local registered investment adviser has scooped up a Massachusetts wealth management firm in a multibillion-dollar deal.