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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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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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.
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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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