JULY 05, 2025

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.

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.

RESOURCE CENTER

Fixed Income: A Risk-Adjusted Opportunity

Acquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise.

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.

Register Now >

IRS Reports Record-Breaking $5.1T in Collections for Fiscal Year 2024

Can it keep up the momentum?

Realta Wealth Loses Interim CEO

The departure of Liz Legacy is the latest in a string of exits from Realta Wealth.

The growing drumbeat of expanding private market access to the wealth channel has reached a crescendo.

$27B Choreo Taps Former Edelman Exec as CEO

Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.

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

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