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 ArticlesDeVoe: RIA Buyers Predict Valuations Won’t Increase In Second Half Of 2026
Despite the strongest first half of any year for RIA M&A transactions, activity cooled off in the second quarter of 2026 from the first quarter, and RIA buyers don’t expect valuations to increase in the second half of this year, according to DeVoe & Company’s Q2 RIA Deal Book, released Thursday. Among RIA buyers surveyed by the firm, 82% said they expected valuations to remain unchanged during the next six months, while 18% expected them to decline, the report said.
Cerulli: Tax Optimization Becoming New ‘Battleground’ For Wealth Manager Differentiation
“Tax optimization is quickly becoming the new battleground for wealth manager differentiation,” Cerulli said Wednesday while announcing findings from the latest edition of The Cerulli Report — U.S. Managed Accounts 2026. Many managed account sponsors spent decades concentrating on enhancing their security selection capabilities, Cerulli pointed out. However, now many have decided to pursue tax optimization, the research firm noted.
What The Client Never Tells You, But Tells Everyone Else
A client leaves a meeting with her advisor feeling good, maybe even relieved. The advisor was attentive, the numbers made sense and her questions were answered. Everything seemed fine. Years later, that same client discovers a tax issue that should have been caught or realizes an old beneficiary designation was never updated after her divorce. Or she finds out that a missing buy-sell agreement is about to complicate her company’s acquisition. The client doesn’t come back to the firm to flag the miss.
Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth
Boise, Idaho-based RIA Caprock announced the acquisition of Venturi Private Wealth, an Austin, Texas-based RIA that oversees $4 billion in assets under management (AUM). The deal expands Caprock’s footprint in Texas, where it also operates an office in Austin, and adds Venturi’s Oklahoma City office. “Venturi has built an exceptional firm grounded in trust, thoughtful advice and long-term client relationships,” said Greg Brown, Co-CEO of Caprock.
What RIAs Get Wrong When Serving Business Owners: The Timing Gap No One Talks About
Every advisor has experienced some version of this conversation: A business owner walks into the office after signing a letter of intent. “Mike, I think I’m selling my company.” Suddenly, everyone is moving at once. The CPA is modeling the tax implications. Estate documents require updating. Trust strategies are being discussed. Investment policy statements need to be reengineered. Liquidity projections are built. Attorneys are negotiating purchase agreements. It all feels like comprehensive planning.
Regtech Surge: The Greatest AI Risk May Be the Usage Firms Cannot See
Many compliance risks arise from formal firm decisions. AI is different because a large portion of risk may arise from informal employee behavior. This is the problem of shadow AI. Shadow AI occurs when employees, advisors, contractors or representatives use unapproved AI tools for firm business outside the firm’s governance framework.
Sanctuary Wealth Reports Record Recruiting As Wirehouse Breakaways Continue
Miami-based Sanctuary Wealth said its growth over the past 12 months hit record levels as advisors continue to exit wirehouses to launch their own practices. The hybrid RIA said it recruited advisors representing $12.7 billion in client assets, the most ever for the company over a trailing 12-month period, with over $5.9 billion in assets joining its platform from January to June.
Study: Most Advisors Are Including Alts In Clients’ Portfolios
More than half of advisors are looking to increase their use of alternative investments and 95% of them are already using alts in their clients’ portfolios, according to the findings of a survey detailed in From Public to Private: How Advisors Are Using Alternative Investments, a research paper released on Tuesday by CION Investments.
Succession’s Key Questions, Equity Compensation And M&A Conferences
When founders consider succession, they should first actively engage in not just asking – but designing – what the future holds for the people they care about, as well as themselves. These issues must come before discussions about valuations, multiples and payouts, because they are the backdrop where the math becomes meaningful. I previously addressed this process from beginning to end.
The Broker-Dealer Relationship At The Center Of Hybrid RIAs
Hybrid RIAs serve a unique role in wealth management, combining fee-based advisory services with brokerage capabilities. That structure can help advisors accommodate legacy assets, commission-based business and products that don’t mesh well with a fee-only model. The broker-dealer (BD) relationship is central to how these firms operate.