Press
Featured by AdvisorHub
Wealth Management Marketing Is in its AI Era. Will Authenticity Be the Trade-Off?
May 19, 2026Sagient CEO Paul Karlitz shares how AI can help advisors scale personalized communication without losing authenticity.
Featured by Investment News
Wealth Managers Talk Risk Mitigation in an Increasingly Messy Market
April 24, 2026Sagient CIO Pete Alliegro is quoted on how today’s market environment has made diversification more important than ever.
Featured by AdvisorHub
A Meeting of the Minds: Niche Recruiting
March 26, 2026This article explores Sagient’s advisor recruiting strategy, centered on culture, mentorship, and helping professionals grow sustainable businesses.
Featured by FA Magazine
Blending Behavioral Finance, Holistic Planning And Wealthtech To Drive Growth
March 11, 2026CEO Paul Karlitz shares how Sagient combines behavioral finance, comprehensive planning, and modern technology to better serve clients.
Featured By Family Wealth Report
Who’s Moving Where In Wealth Management?
February 23, 2026This industry roundup highlights Sagient’s addition of Pete Alliegro, a seasoned executive with more than 25 years of experience.