Savvy Advisors Adds Two Firms With $550M In Combined AUM

Published on August 5, 2026

Blue Barn Wealth and Paragon Private Wealth will keep their book of business as they tap into Savvy's AI-enabled tech.

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Younger 'Sandwich Generation' Forgets Retirement Amid Caregiving

August 5, 2026
Those taking care of parents and children took on their care responsibilities at 34 on average, a new study says.

Next‑Gen Advisor Succession: Talent, Tech, and Leadership for 2026 and Beyond

August 5, 2026
Only about 20–25% of financial Advisors have a formal, documented succession plan, despite the fact that more than a third, managing roughly 40% of industry assets, plan to retire within the next decade. That gap is more than a retirement problem.