Allworth’s Latest Deal Signals a Shift in M&A Strategy

Published on July 2, 2025

Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients.

Continue reading on website
Other news

The Word on WealthTech for June 2025

July 2, 2025
F2 Strategy's co-founder and executive chairman provides his take on the most important wealth management technology news of the last month.

12 Cheapest States for a Comfortable Retirement (Without Social Security)

July 2, 2025
While the program isn't likely going anywhere, it might comfort some clients to game out the worst-case scenario.