Growing scale and leadership depth remain key themes in the wealth-management space, and our data at AdvizorPro has been cited in an article that highlights one firm’s commitment to transforming its retirement practice.

 This coverage showcases how leadership decisions matter, particularly as firms accumulate assets, retirement plans and advisory teams in a competitive market.

The article reports that Creative Planning has named Jon Upham, longtime President of SageView Advisory Group, to lead its retirement-solutions division in the wake of SageView’s acquisition by Creative Planning. 

The combined firm will include more than 550 advisors, manage over 11,800 retirement plans and serve approximately 80,000 private-wealth clients with assets totaling around $640 billion.

‍ Read the full article featured in wealthmanagement.com

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Looking Ahead: Staying Competitive With Better Advisor Data

As consolidation accelerates and leadership teams evolve, staying ahead of advisor movement and industry shifts is more critical than ever. Explore how advisor demographics are changing in our Advisor Demographics Report 2025, or get a deeper look at how firms like Potomac apply data in our Potomac Case Study.

 To keep your team equipped with real-time insights across RIAs, retirement specialists and wealth managers.

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