Julius Buchanan

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.

2 months ago | wealthsolutionsreport.com | Julius Buchanan

Despite the moniker, chief financial officers have long since grown their responsibilities and influence beyond mere financial statements. Today’s CFOs are increasingly instrumental to a company’s success. In addition to finance, they help craft strategy, execute mergers and acquisitions, communicate with investors and manage risk and compliance.

Feb 25, 2025 | wealthsolutionsreport.com | Julius Buchanan

In 2025, Brian Hamburger marks 25 years since founding MarketCounsel and HamburgerLaw, two well-known firms in the RIA community. Over the past quarter-century, he has navigated issues as the industry evolved, advocated for best practices and guided many firms through both opportunities and challenges. This series, “War Stories of the Past 25 Years,” delves into the defining moments and hard-earned lessons from his career.

Feb 24, 2025 | wealthsolutionsreport.com | Julius Buchanan

In this edition of the Investments Roundup, we speak with Aaron Filbeck, Managing Director, Global Content Strategy at the CAIA Association, our Investment Solutions Leader of the Month, about continuing education in investments.

Feb 17, 2025 | wealthsolutionsreport.com | Julius Buchanan

This edition of the Deals & Recruiting Roundup covers Bluespring Wealth’s purchase of Reliant Wealth, Merit’s acquisition of Hershey Wealth, Emigrant’s stake in Principle Wealth, Basecamp Wealth founded, former Truist advisors launch Aria Wealth, Prime Capital’s acquisition of Sugarloaf Wealth, Carnegie’s acquisition of Eagle Ridge, Sanctuary Wealth recruits NewSpring, RISR’s partnership with Wealthcare Capital, Integrated’s Chief Brand Officer promotion, CD&R’s new Operating Advisor and...