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Savvy Adds $270M RIA Team in Push to Land Larger Teams

Wealth Management

Alex Ortolani , Senior Reporter , WealthManagement.com July 31, 2025 3 Min Read Savvy Advisors, the registered investment advisor arm of platform provider Savvy Wealth , has added an advisor group managing $270 million in client assets in a first push toward bringing on larger teams alongside the solo practitioners that have fueled its growth.

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5 Midcap Stocks with Low Debt and High Growth That Deserve a Spot on Your Watchlist

Trade Brains

It serves major industries like automotive, aerospace, defense, medical, IT, and IoT. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. Kaynes Technology India Ltd 3-Year Revenue CAGR: 56.80% Debt-to-Equity: 0.3

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

Is my investment mix rebalanced regularly for risk and return? Have I run scenario models that include medical and longevity risks? Do I have a clear plan for RMDs and potential Roth conversions? Have I aligned charitable goals with my estate strategy? FAQs: Understanding the Basics How much should I contribute to my retirement plan?

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VBL, HDFC Bank, Kaynes Tech and 5 other stocks in which Goldman Sachs acquired stake via Block Deal

Trade Brains

Kaynes Technology India Kaynes Technology India Limited is engaged in providing conceptual design, process engineering, integrated manufacturing, and life cycle support for major players in the automotive, industrial, aerospace and defense, outer-space, nuclear, medical, railways, IoT, information technology (IT), and other segments.

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3 Ashish Kacholia stocks with 85% net profit CAGR over the last 5 years to add to your watchlist

Trade Brains

The company’s portfolio includes over 50 medications that address a variety of cancer disorders, such as breast, brain, bone, and others. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

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5 Debt free stocks with strong 1 year returns of up to 112%; Do you own any?

Trade Brains

With increased focus on medical technology and expansion in tier-II cities, the company is creating a sustainable, pan India healthcare delivery model. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing. percent and ROE of 24.47

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3 Stocks to add to your watchlist after breaking out of their all time highs; Do you own any?

Trade Brains

The group is known for its clinical excellence and has a strong presence in telemedicine, medical education, and health insurance, and it is a leader in adopting technology and digital health solutions. Investors must therefore exercise due caution while investing or trading in stocks. on January 07, 2025.