Savvy Attracts Trio of Commonwealth Teams as LPL Strives for 90% Retention

Published on November 6, 2025

The latest additions (along with other recent moves) will push Savvy’s total advisor count to 100. The three Commonwealth teams collectively manage nearly $400 million in client assets.

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Zephyr's Adjusted for Risk: Private Equity and M&A in Wealth Management with John Bunch

November 6, 2025
Zephyr's Ryan Nauman and Allworth Financial's John Bunch discuss the importance of culture and scalability in successful M&A transactions, the role of private equity in the industry, and the impact of artificial intelligence on wealth management practices.

Household Debt Rises to $18.59 Trillion in Q3 2025

November 6, 2025
Household debt increased by $197 billion (1.07%) in Q3 2025, reaching $18.59 trillion. The overall rise was driven by increases across the majority of categories, with the largest coming from mortgage balances.