Wealth Solutions Report

Wealth Solutions Report is a digital media organization that offers innovative insights, analysis, and commentary on key topics influencing the future of wealth management. As a B2B digital publication, our goals are to: - Engage, motivate, and entertain companies and professionals in the wealth management sector. - Foster a stronger community among wealth management firms, financial advisors, and third-party solution providers. - Act as a connection point between sources of private growth capital and wealth management companies looking for new opportunities for expansion. We are dedicated to providing unique and original content straight from thought leaders in the wealth management field to industry participants.

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FSI Launches FinancialCareers.org To Attract Prospective Advisors

1 month 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.
Integrated Partners Recruits $370 Million Boston Advisor Team

1 month 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.
Hightower Stakes $2 Billion Aviation Sector-Focused RIA Smith Anglin

1 month 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.
FSI Forum: Washington Update, SEC Commissioner And FINRA CEO

1 month 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.
SEIA Appoints Industry Veteran President To Accelerate Growth Strategy

2 months 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.
Raymond James Adds $325 Million Alaska Advisor From Edward Jones

2 months 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.
WSR Names CFO 5 - Top Wealth Management CFOs

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.
Robinhood Rolling Out Wealth Management, Tax And Estate Services

Mar 28, 2025 | 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.
Pathfinder Winners On What Our Industry Must Do For Women

Mar 25, 2025 | 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.
J.D. Power Study Finds Young DIY Investors Turning To Advisors

Mar 23, 2025 | 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.