News

ZAG Members Donate to the CFP Board Center

Dallas, Texas (March 24, 2021) – The eight member firms of Zero Alpha Group (ZAG), a national network of wealth management firms that apply exemplary financial thinking and practices to serve clients in a fiduciary capacity, have made a significant contribution to the...

Scott Sarber Elected Board Chairman of ZAG

Dallas, Texas (February 8, 2021) – Zero Alpha Group (ZAG), a national network of wealth management firms that apply exemplary financial thinking and practices to serve clients in a fiduciary capacity, announced today the election of Scott Sarber, CFP®, AIF® as...

ZAG Partners With Kitces.com For Advisor Education

Minneapolis, MN (November 16, 2020) – Zero Alpha Group (ZAG), a national association of leading wealth management firms committed to applying the best financial thinking to service clients in a fiduciary capacity, and who collectively manage over $23 billion in client...

Savant Capital Merges With Huber To Forge $8B RIA

Rockford, Ill.-based fee-only giant Savant Capital Management announced Wednesday morning that it had merged with Huber Financial Advisors, another Chicago-land firm, to forge an $8 billion behemoth among registered investment advisors. Huber, founded in...

Advisor Helps $15 Million Client Reduce Taxes And Fears

It’s great when that light bulb goes off and people realize they shouldn’t be putting their whole net worth in the same basket. But they may still be sitting in the dark if they’ve accumulated many baskets and don’t have anyone helping them understand the...