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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3 weeks 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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3 weeks 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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1 month ago |
wealthsolutionsreport.com | Jeff Berman
Robinhood announced three new services on Wednesday at its second annual Gold keynote event in San Francisco, that it said will provide exclusive perks, including enhanced estate and tax planning features, for members of its Robinhood Gold premium subscription service. “Our goal is for Robinhood to give you a world-class financial team in your pocket, with cutting-edge tools you can’t find elsewhere,” said Vlad Tenev, CEO and Chairman of Robinhood.
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1 month ago |
wealthsolutionsreport.com | Jeff Berman
In each installment of the Pathfinder Awards, along with highlighting excellence among industry professionals from underrepresented groups and firms that have exemplary programs or leadership to support and empower those groups, we include a platform for the voices of winners to address the industry on key issues, including DEI. This time, we bring you the views of four women who are winners of this year’s Pathfinder Awards for Top Women Industry Leaders.
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1 month ago |
wealthsolutionsreport.com | Jeff Berman
Younger, value-conscious do-it-yourself (DIY) investors are increasingly seeking the guidance of professional advisors amid growing uncertainty about the U.S. economy, according to the findings of a redesigned J.D. Power 2025 U.S. Investor Satisfaction Study released on Thursday. Raymond James ranked highest in overall satisfaction among investors using advisors, scoring 748 (on a 1,000-point scale), while Vanguard ranked highest in overall satisfaction among DIY investors, scoring 704.
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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