Press

Savvy has been highlighted in news stories covering a wide range of industry topics. Explore our latest features and media coverage.

Industry Experts Address How Advisors Can Improve Personalization

February 23, 2026

People & Company News, Week of February 20, 2026

February 20, 2026

Colorado Wealth, Other Advisors, Join Savvy Advisors, Adding $700M In Assets

Christopher C. Williams

February 19, 2026

When Automation Makes Advice More Human with Ritik Malhotra

February 13, 2026

Savvy Advisors Integrates Colorado Wealth Group, Reports Over 4.5x Growth in Past Year

February 13, 2026

Deals & Moves: Bahnsen Opens Silicon Valley Office; Savvy Lures $300M RIA

February 12, 2026

Altruist's Big Reveal Sent Wealth Management Stocks Tumbling. Here's What's Really Going On.

February 12, 2026

Savvy Advisors Adds $300 Million Firm Colorado Wealth Group

February 12, 2026

Savvy Advisors Adds $300 Million Firm Colorado Wealth Group As Platform Surpasses 4.5x Growth YOY

February 12, 2026

Savvy Advisors Adds Colorado Wealth Group, Surpassing 4.5x Growth YOY

February 12, 2026

Beyond 60/40 Ep. 50: How Advisors Navigate Alts, Tech, & Market Volatility

February 10, 2026

RIA Boom Redraws Wealth Management Map

February 1, 2026

More consumers are buying or selling gold. What to know about the latest rush and swings in value

Wyatte Grantham-Philips

January 30, 2026

Rebalancing Your Portfolio Makes Sense Now

January 29, 2026

Opinion: Loading up on your employer’s stock is tempting in a bull market. But how much is too much?

January 28, 2026

Commonwealth loses 653 advisors after LPL deal, retention stands around 77%

January 22, 2026

How to Trade In a Car With Negative Equity

January 20, 2026

Top Financial Technology CEOs of 2025

The Financial Technology Report

January 20, 2026

$1.3bn ex-Commonwealth team signs with Wells Fargo

Peter Saalfield

January 15, 2026

Data Firm Penta Group Signs 11K-SF Lease at 111 West 33rd Street

January 14, 2026

6 money-saving tips for people struggling with high prices

January 13, 2026

215 From Passion to Profit: Ritik Malhotra's Journey

The Elite Financial Advisor Podcast

January 9, 2026

Advisors confront Magnificent 7 concentration risk in portfolios

Gregg Greenberg

January 9, 2026

Know Your Niche: advising Procter & Gamble employees

Brian Wallheimer

December 24, 2025

Empower and Savvy agree to restraining order for advisor

December 18, 2025

Try this 30-second trick to keep your holiday spending from wrecking your credit score

December 13, 2025

Meet the RIA: Savvy Wealth

December 12, 2025

Savvy FA Hire from Empower Leads to Poaching Suit

December 12, 2025

Retirement giant Empower sues former advisor and Savvy, claiming trade secret theft

December 11, 2025

Commonwealth Sale Has Spurred Over 500 Advisor Departures, 16 New RIAs

December 11, 2025

These unexpected money moves can make giving your grandkids financial help more fun

December 10, 2025

Wealth managers see gold and silver shining again in 2026

Gregg Greenberg

December 10, 2025

Real Asset’s Adviser Hot Minute with Savvy Wealth’s Anshul Sharma

Real Assets Adviser

December 5, 2025

How Advisors Are Tapping ETFs in Model Portfolios

November 23, 2025

Why advisors keep saying goodbye to Commonwealth, LPL Financial

November 21, 2025

Are We in an AI Stock Bubble or Something Different? Money Pros Weigh In.

Steve Garmhausen

November 18, 2025

Capital, Clients And Computing Power Fuel Wealthtech M&A

Mitchell Spector, Aj Hachim

November 18, 2025

How She Started Her Own RIA for Family Offices with $100M+

Advisor Freedom

November 17, 2025

When will the housing market crash again? What experts say.

Michele Lerner, E. Napoletano

November 17, 2025

Awards Finalists

November 13, 2025

Boutique Consultancy Adds to RIA Launch Options for Breakaways

November 13, 2025

Advisory M&A News – 11/12/2025

November 12, 2025

Savvy Nabs Commonwealth FAs with $395M

November 7, 2025

True Wealth Isn’t Rushed, It’s Engineered. This $3 Billion Firm Loves Investing In Deep Value

Smart Money Circle Show

November 7, 2025

Savvy Advisors poaches 3 Commonwealth teams, adds $395m

November 6, 2025

Savvy Advisors Lands Three Commonwealth Teams Managing Nearly $400M

Financial Advisor Magazine

November 6, 2025

Advisor moves: Savvy hits 100-advisor milestone on Commonwealth recruitment hat trick

November 6, 2025

Savvy Advisors Recruits Three Former Commonwealth Teams And Nears $4 Billion In AUM

November 6, 2025

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

Patrick Donachie

November 6, 2025

Financial advisors share how to diversify out of concentrated AI positions

Gregg Greenberg

November 5, 2025

The Digital Advantage: Enhancing Client Engagement and Advisor Independence with Ritik Malhotra

WealthTech on Deck

November 4, 2025

The Road Ahead for RIA Growth

October 30, 2025

Advisors Are Piling Into the RIA Channel. That May Not Be a Good Thing

October 26, 2025

What’s the Difference Between 351 Exchanges and Exchange Funds?

October 24, 2025

Next-gen advisors see 'empathy' as an advantage over the next decade

Gregg Greenberg

October 24, 2025

Niche markets don't exclude — they clarify, says brand expert

October 22, 2025

Why He Gave Up Making $200K+ To Become an Advisor

Advisor Freedom

October 20, 2025

Best New Technology and Software for Investment Management Professionals | New Technology Report

October 14, 2025

US WealthTech Funding Drops 52% in Q3 2025 Despite More Deals

October 14, 2025

Advisors handicap the race between gold and Nvidia

Gregg Greenberg

October 10, 2025

Investors react to Trump's massive increase in China tariffs

October 10, 2025

State of Fintech Q3’25 Report

October 7, 2025

Shutdown reaction: 'History says shutdowns have little to no effect' on stocks

October 4, 2025

You Have Decades Before You Retire. Why You Still Want Some Money in Safe Bonds.

October 4, 2025

PE-RIA Relationships, Next Gen And ‘Second-Act’ Advisors, And Compliance Gaps - Wealth Solutions Report

October 1, 2025

Deals & Recruiting Roundup: RBC, MAI, Elevation Point, Dynasty, LPL And More

September 30, 2025

Foreign bank cash decline lifts fed funds rate ahead of quarter-end

Gertrude Chavez-Dreyfuss, Laura Matthews

September 30, 2025

Advisor Tech Talk (Week of 9/29/25)

Christopher Robbins

September 29, 2025

How to sell your gold investment for a profit now, according to experts

Melanie Lockert

September 29, 2025

People & Company News, Week of September 26, 2025

September 26, 2025

Savvy claims Mercer's restrictive covenants are 'unenforceable' in California

September 25, 2025

Ritik Malhotra: Independence, Culture, and AI | Next Gen

Barron’s Advisor “The Way Forward”

September 25, 2025

Ritik Malhotra: Tips for Advisors Considering Going Independent

September 25, 2025

Ritik Malhotra’s Experience as a Client Inspired Him to Launch Savvy Wealth

Barron's Advisor

September 25, 2025

Technology Will Accelerate the Movement Towards Advisor Independence

September 25, 2025

Savvy Wealth Names Anshul Sharma as New CIO

September 24, 2025

Savvy Wealth appoints Anshul Sharma as CIO | News | Institutional Real Estate, Inc.

Real Assets Adviser

September 24, 2025

Financial Advisors Must Disclose Past Problems. Here Are the Ones That Can Kill Your Career.

September 24, 2025

Savvy Wealth: $3 Billion AUM Surpassed And Anshul Sharma Appointed As CIO

September 24, 2025

David Weiner at Future Proof Festival

Wealth Advisor TV

September 24, 2025

Savvy Wealth hires first-ever CIO in institutional push

September 23, 2025

Savvy Wealth Appoints Anshul Sharma as CIO as Firm Surpasses $3 Billion in AUM

September 23, 2025

People Moves: Bryn Mawr, Aspiriant Bolster Wealth Teams

September 23, 2025

$3bn Savvy hires BofA alum as first CIO

September 23, 2025

Roundtable: How Next Gen Advisors Can Chart Their Own Growth Paths

September 23, 2025

Ex-Mariner Creative Director Sues for Age Bias

Patrick Donachie

September 19, 2025

2025 Finalists: ThinkAdvisor Luminaries Awards 2025

September 19, 2025

Curiosity Driven Leadership: Ritik Malhotra on Building Lasting Business

FutureProof Advisor Podcast

September 18, 2025

Summary Of Moves In North American Wealth Management – July 2025

Family Wealth Report

September 16, 2025

Market highs can scare clients into exits; here's how to calm their fears

Elijah Nicholson-Messmer

September 15, 2025

International expansion: A complex opportunity for financial advisors

Gregg Greenberg

September 2, 2025

Bitcoin ETFs & the Rising Tide of Leverage - Articles - Advisor Perspectives

August 29, 2025

The $72M Bet on Advisor-First AI

August 28, 2025

What's the gold price forecast for fall 2025? - CBS News

Melanie Lockert

August 27, 2025

Social Security: What Boomers Get Wrong

August 19, 2025

Trump Media Delays Registration for Bitcoin ETF

August 18, 2025

Federal Reserve's Cuts May Not Lower Mortgage Rates, Analysts Warn

August 14, 2025

The $100M Startup Taking on Wall Street’s Advice Industry

August 13, 2025

Here’s How Wealth Management Pros Would Improve Their Industry

Steve Garmhausen

August 12, 2025

IBD Elite 2025: How independent wealth firms use AI

Tobias Salinger

August 12, 2025