Author: Lyndsi Fitzsimmons

Sagient Mentorship Program Addresses Advisor Shortage

Sagient’s Emerging Advisor Development Leader Partnership Program takes a hands-on approach to addressing the industry’s growing advisor shortage. By pairing newer advisors with experienced professionals, the program provides real-world exposure, mentorship, and guidance designed to accelerate development, build confidence, and improve long-term success and retention.

Respecting Tradition While Moving Forward

Sagient CEO Paul Karlitz shares how lasting success comes from balancing innovation with enduring values. Drawing parallels to iconic brands that have evolved over time, he explains why firms must embrace change, invest in continuous improvement, and stay true to the client-first principles that define their culture and long-term success.

Institutional memory gives experienced advisors an edge in volatile markets. This is what gets lost without it.

Sagient advisor Kathleen Adams shares why experience and perspective are critical advantages when helping clients navigate periods of market excitement and uncertainty.

Where have all the bears gone? Advisors weigh in on market optimism

Sagient CIO Pete Alliegro shares his perspective on the forces driving today’s equity markets, including AI momentum, market concentration, and the opportunity cost of staying on the sidelines.

A CIO’s view of H2 2026: Sagient’s Alliegro

Sagient CIO Pete Alliegro shares his perspective on the evolving alternatives landscape, highlighting opportunities in infrastructure, real estate, and tax-advantaged private market strategies.

Wealth Management Marketing Is in its AI Era. Will Authenticity Be the Trade-Off?

Sagient CEO Paul Karlitz shares how AI can help advisors scale personalized communication without losing authenticity.

Wealth Managers Talk Risk Mitigation in an Increasingly Messy Market

Sagient CIO Pete Alliegro is quoted on how today’s market environment has made diversification more important than ever.

A Meeting of the Minds: Niche Recruiting

This article explores Sagient’s advisor recruiting strategy, centered on culture, mentorship, and helping professionals grow sustainable businesses.

Blending Behavioral Finance, Holistic Planning And Wealthtech To Drive Growth

CEO Paul Karlitz shares how Sagient combines behavioral finance, comprehensive planning, and modern technology to better serve clients.

Who’s Moving Where In Wealth Management?

This industry roundup highlights Sagient’s addition of Pete Alliegro, a seasoned executive with more than 25 years of experience.