401(k) Real Talk Episode 160: July 23, 2025

Published on July 23, 2025

Open, honest and candid discussion about private equity in 401(k)s, employer layoff concerns, how to be a great RPA and more.

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Bay Area Advisor Departs Commonwealth to Start Own RIA

July 23, 2025
Advisor Adam Spiegelman said Commonwealth’s plan to sell to LPL Financial sped up the timeline for his team to go out on their own.

Margin Debt Surges 9.5% in June to Record High

July 23, 2025
FINRA's latest data, through June, reveals record-high margin debt at $1007.961 billion. This marks the second consecutive monthly increase, with a 9.5% jump from May.