Wealth Solutions Report
Online/Digital
Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis and commentary on the most relevant issues that are shaping the future of wealth management.
As a B2B digital publication, our mission is to:
Engage, inspire, and entertain firms and professionals throughout the wealth management space
Create a greater sense of community among wealth management firms, their financial advisors and third-party solutions providers
Serve as an information bridge between sources of private growth capital and wealth management businesses seeking new expansion opportunities
We’re passionate about delivering original and exclusive content directly from wealth management thought leaders to wealth management industry participants. Source
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Media Outlet details
| Scope | Trade/B2B |
|---|---|
| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesPrudential Advisors Recruits Zachary Karason To Mid America Financial Group
Prudential Advisors recruited Cleveland-based financial advisor Zachary Karason from U.S. Bancorp Advisors, where he was responsible for more than $106 million in client assets. Karason joined Prudential through Columbus, Ohio-based Mid America Financial Group.
New Mountain Capital Exits Lincoln Investment
New Mountain Capital exited its investment in Fort Washington, Pennsylvania-based Lincoln Investment, returning full ownership of the RIA and broker-dealer to the Forst family that founded it in 1968 and advisor shareholders, the companies announced on Wednesday. New Mountain, an investment firm with about $60 billion in assets under management (AUM), invested in Lincoln Investment in 2020.
Top 5 Most-Read Articles Of August
August’s most-read stories examined how advisory firms earn prospective clients’ confidence, support advisor growth and plan for succession. They also covered Stratos’ latest acquisition and the opportunity for firms to recalibrate rollover compliance following recent regulatory changes.
Your AI Notetaker Just Became A Liability
The AI notetaker in your client meetings is not a passive tool. It is a third party recording conversations that may include people who never agreed to be recorded. A federal judge in California has now ruled on whether that violates decades-old wiretap laws, and the answer reshapes how every wealth management firm deploys these tools.
WSR Podcasts Launch And Building AI Infrastructure
We are excited to announce that we launched WSR Podcasts on Sept. 1, introducing original audio and video programs for financial advisors and wealth management professionals. The new platform will provide you with the same high-quality thought leadership you expect from us in more formats for greater convenience.
AI Is Making Advisors More Efficient. Can It Help Them Grow?
As a longtime financial advisor, Josh Strange has gotten pretty good at separating hype from reality. Not just about investment opportunities but also new technology that always promises to transform his industry. So despite the growing buzz around AI, Strange is not ready to pass “GO.” “You can’t just drop a new tool into the practice and expect magic to happen,” said Strange, Founder and President of Good Life Financial Advisors of NOVA.
Guide To Industry Conferences: Asset Management
Wealth management professionals can choose from a long list of conferences. Few, however, have the time or budget to attend every useful event. WSR’s Guide To Industry Conferences series helps you choose which conferences to attend by providing you with the dates, locations, prices, speakers, sponsors, continuing education opportunities and other distinguishing features.
Sequoia Financial Buys $2.3 Billion Colorado RIA
Akron, Ohio-based Sequoia Financial Group announced Tuesday that it acquired BSW Wealth Partners, a Colorado-based RIA managing about $2.3 billion in client assets as of June 30. The deal closed on Monday, a Sequoia Financial spokesperson told Wealth Solutions Report. BSW was founded in 1992 and serves a national client base from one office each in Boulder and Denver.
Coldstream Adds Client Experience Chief, Elevates Wealth Strategy Leader
Bellevue, Washington-based wealth management firm Coldstream appointed Megan Hannah as Chief Client Experience Officer and promoted Ian Curtiss to lead the firm’s Wealth Strategy Group as Chief Wealth Strategist and Wealth Manager. These appointments are part of the firm’s ongoing leadership changes, which began when Coldstream named Kevin Fitzwilson its first CEO.
Berkshire’s Jon Stern Discusses The Drivers Of Wealth Management M&A
Stern Discusses Why Buyer Models, Valuation Factors And Transaction Structure Matter Larry Roth, CEO, Wealth Solutions Report, and Jon Stern, Partner, Berkshire Global Advisors Published: September 01, 2026, 10:58 am Listen on RSS Feed Spotify Apple Podcasts Amazon Music YouTube Larry Roth, CEO of Wealth Solutions Report, speaks with Jon Stern, Partner at Berkshire Global Advisors, about the forces shaping mergers and acquisitions across wealth management.