Author: Lyndsi Fitzsimmons Wealth Management Marketing Is in its AI Era. Will Authenticity Be the Trade-Off? May 19, 2026 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 April 24, 2026 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 March 26, 2026 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 March 11, 2026 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? February 23, 2026 This industry roundup highlights Sagient’s addition of Pete Alliegro, a seasoned executive with more than 25 years of experience.
