RIA SageView Buys $25B Retirement Consultancy

Published on August 14, 2025

CAP STRAT's operations includes $750 million in wealth management assets under management.

       
Continue reading on website
Other news

Firm Hit by MOVEit Data Breach May Settle for $8.5M

August 14, 2025
That will cover 1.2 million affected people and could hint at what's ahead for people in other litigation classes.      Related StoriesNationwide Picks Hawley to Succeed Carter as Financial Services HeadDOL Lifts Warning on Alts in 401(k)sHow Affluent Prospects Search for and Hire Advisors: Study

Why Succession Planning Can't Wait

August 15, 2025
If you're building something useful, why let it just blow away?