Alexis Galindo

1 week ago | wealthsolutionsreport.com | Jeff Berman |Alexis Galindo

Waltham, Massachusetts-based RIA Integrated Partners announced Tuesday that Boston-based advisory firm Corey Wealth Partners joined its advisor network. Led by Founder and Managing Partner Jeff Corey, Corey Wealth Partners oversees almost $370 million in client assets and focuses on high net worth and ultra-high net worth clients, Integrated said.

2 weeks ago | wealthsolutionsreport.com | Alexis Galindo |Jeff Berman

Chicago-based Hightower said Wednesday it is investing in RIA Smith Anglin, a financial planning and wealth management practice based in Dallas with about $2 billion in assets under management (AUM). The transaction is “scheduled to be competed at the end of Q2,” a Hightower Advisors spokesperson told WSR. This is Hightower’s second deal of 2025, following its investment in RIA Lindbrook Capital, announced May 13.

2 weeks ago | wealthsolutionsreport.com | Julius Buchanan |Alexis Galindo

The Financial Service Institute’s (FSI) annual Forum and Capitol Hill Day assembled approximately 200 financial advisors and industry professionals to participate in meetings and informative discussions on May 19-20, culminating with visiting congressional offices on the third day, May 21.

1 month ago | wealthsolutionsreport.com | Alexis Galindo |Jeff Berman

Los Angeles-based wealth management firm Signature Estate & Investment Advisors (SEIA) announced Thursday that it named industry veteran Matt Matrisian as President, effective April 28. As President, Matrisian will replace Co-Founder Brian Holmes, who will continue to serve as CEO, the firm said.

1 month ago | wealthsolutionsreport.com | Jeff Berman |Alexis Galindo

Longtime Edward Jones financial advisor Al Biss joined Raymond James and its independent advisor network as Biss Wealth Partners, based in Anchorage, Alaska, the firm said Tuesday. Before joining the Raymond James Financial Services (RJFS) independent advisor channel, Biss managed about $325 million in client assets with Edward Jones, where he was an advisor for more than 25 years, according to the Biss Wealth Partners website. He launched his financial services career in 1998.