SageView Acquires $25B Institutional Consultant and Wealth Management Firm

Published on August 14, 2025

SageView’s deal with CAP STRAT is the latest example of the continued convergence between retirement and wealth management.

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Deals & Moves: Main Street Launches RIA in Pennsylvania; Steward Snags Ameriprise Team

August 14, 2025
In addition, a women-led RIA lands $50 million for its second VC fund for clients and external investors; Utah-based Soltis snags a $500 million neighboring firm; and Compound lands a Mercer advisor, boosting its AUM to over $4 billion.

Initial Unemployment Claims Down 3K, Lower Than Expected

August 14, 2025
In the week ending August 9th, initial jobless claims were at a seasonally adjusted level of 224,000. This represents a decrease of 3,000 from the previous week's figure. The latest reading was lower than the 225,000 forecast.