Savant Expands In New York With Buy Of Socha Financial

Published on September 1, 2026

The acquisition gives Savant its third office in the Empire State and adds $542 million in assets.

Continue reading on website
Other news

Duo Arrested for Impersonating NFL Player and Financial Advisor In Fraud Attempt

September 1, 2026
Daejon Love and Taylor Chan were arrested for wire fraud for allegedly using fake identities and romance scams to steal from at least 26 victims.

People Moves: $80B MAI Capital Hires KeyBank, BofA Alum Amy Brady

September 1, 2026
Also, Cyndeo Wealth lands a growth officer from partner Dynasty; Merit hires its first CTO; employee-owned Coldstream adds two to leadership; and Live Oak RIA lending division hires from within.