Jeff Berman
Reporter at Freelance
Contributing Reporter at Sports Video Group (SVG)
Contributing Editor & Reporter at siliconvalley.video
Contributing Editor & Reporter at Wealth Solutions Report
Articles
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1 week ago |
wealthsolutionsreport.com | Jeff Berman
The Financial Services Institute (FSI) launched FinancialCareers.org, a website that it said Tuesday was designed to attract newcomers to the independent financial services industry and provide the sector with Next Gen advisors. The website targets students, recent graduates and career changers to let them know about opportunities available in the financial services sector, FSI said.
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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.
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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.
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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.
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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.
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Financial services consultants @LouisDiamondDC, @Elzweig and @tasnady_assoc weigh in on the 2024 advisor/broker compensation plans of wirehouses @MerrillLynch, @MorganStanley and @UBS: https://t.co/ylStsUPBYR
Ex-@NFL guard turned @MorganStanley rep William Donovan Ard was fined $15K by @FINRA and suspended 4 months for multiple violations: https://t.co/FNmVl8xPLo
With only 1 month to go before the transition of @TDAmeritrade accounts to @CharlesSchwab, experts weigh in on what TD advisors should do now before the conversion over Labor Day weekend: https://t.co/CTqGuVQWiT