The Word on WealthTech for June 2025

Published on 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.

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Cetera Launches First in a Planned Line of Alternative Investments Models

July 2, 2025
Cetera Blended Alternatives Model-Moderate will feature private equity, private credit and private real estate funds.

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

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.