MSR & Clients in the News

By Candice Georgiadis | January 23, 2021 Thank you so much for joining us in this interview series! Our readers would love to “get to know you” better. Can you share your “backstory” with us? While I was born in the United States, my mother is from Korea, and I spent the majority of my early life… View Article
By Carrie Hansen | January 20, 2021 With cybercrime up and the FBI urging heightened vigilance during COVID-19, it’s imperative that financial advisors brush up on all the ways they must protect client data. Protecting sensitive information is particularly challenging for advisors. Two-thirds of the advisory profession consists of independent advisors running small businesses. Since… View Article
By Laura Cooper | February 16, 2021 Savant Growth—a spinout of European growth investor Kennet Partners—has collected about $500 million for its first stand-alone fund to invest in U.S. technology companies. Savant Growth Fund I LP aims to invest in founder-owned software-as-a-service and technology-enabled businesses. In addition, the firm is using its own proprietary programs… View Article