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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SEIA Appoints Industry Veteran President To Accelerate Growth Strategy

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

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.
WSR Names CFO 5 - Top Wealth Management CFOs

1 month 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

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.
Pathfinder Winners On What Our Industry Must Do For Women

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.
J.D. Power Study Finds Young DIY Investors Turning To Advisors

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.
Genstar To Buy Majority Stake In First Eagle From Blackstone, Corsair

2 months ago | wealthsolutionsreport.com | Jeff Berman

Genstar Capital will buy a majority stake in investment management firm First Eagle Investments through funds it owns. The transaction is expected to close in the second half of 2025. Funds controlled by Blackstone and Corsair, along with certain co-investors, have owned a majority of First Eagle Investments’ parent firm First Eagle Holdings since 2015, the companies said. First Eagle’s founding families, as well as current and former employees, own the rest.
Hamburger’s War Stories Of The Past Quarter Century: Beginning The Journey

2 months ago | 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.
Investments Roundup: CION, BlackRock, CFRA, Horizon And More

2 months ago | 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.
Deals & Recruiting Roundup: Emigrant, Bluespring, CD&R And More

2 months ago | 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...