JULY 02, 2025

RIA NEWS

Savvy Wealth Raises $72M, Adds Mark Casady to Board of Directors

The AI-driven, automation-focused platform provider has attracted advisors to its RIA unit at a steady clip as well.

ALTERNATIVE INVESTMENTS

Cetera Launches First in a Planned Line of Alternative Investments Models

Cetera Blended Alternatives Model-Moderate will feature private equity, private credit and private real estate funds.

WMIQ RESEARCH REPORT

What Investors Actually Want From Their Advisors

In partnership with BNY Pershing

Six actionable recommendations to realign expectations.

Learn More >

RIA NEWS

Steward Partners Acquires $1.1B Bay Area Firm

Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

401K TV

401(k) Real Talk Episode 158: July 2, 2025

Open, honest and candid discussion about retirement plans for Amazon drivers, retirement assets sliding, a lack of plan sponsor fiduciary awareness and more.

WEBINAR

Alternative Investments Summit: Navigating the New Frontier

Sponsored by Hines, Sandro Wealth, Apollo & Invesco

Join this Summit to explore how technology, data, and product innovation are transforming the way advisors allocate to private equity, private credit, hedge funds, real estate, crypto, and more.

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