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

Actions

Share this page

Media Outlet details

Scope Trade/B2B
Language English
Country United States of America
Similarweb UVMSimilarweb UVM Request pricing
Comscore UVMComscore UVM Request pricing

Recent Articles

Search

Beacon Pointe Study Examines Women’s Financial Confidence

|
By Jeff Berman Verified
| Wealth Solutions Report
Financial confidence is closely tied to active participation by women in financial decision-making, according to the findings of “HerWorth,” a national study of 10,012 female investors released on Wednesday by female-founded RIA Beacon Pointe Advisors. The study suggests the greatest opportunity is not just preparing women to inherit wealth, but helping them build the confidence to lead financial decisions, according to the firm.
Open in Who Shared Issue with article?

Berthel Fisher Recruits APP Financial, Adds Business Development VP

| Wealth Solutions Report
Cedar Rapids, Iowa-based Berthel Fisher Companies recruited APP Financial, a Fort Wayne, Indiana-based practice with about $146 million in client assets, the firm announced Wednesday. It also named Madyson Tracy as Vice President of Business Development. APP Financial is led by Financial Planner Gregory Whitenack, and the team includes Minerva DeJianne, Office Manager Licensed Administrator, and Nick Leach, Client Service Associate Licensed Administrator.
Open in Who Shared Issue with article?

Hightower Signature Wealth Adds $5 Billion By Buying 3 Affiliated Advisor Firms

|
By Jeff Berman Verified
| Wealth Solutions Report
Chicago-based RIA Hightower on Tuesday announced it acquired three advisor firms already affiliated with it and added them to Hightower Signature Wealth (HTSW), the firm’s national direct-to-consumer advisory practice.
Open in Who Shared Issue with article?

Custody Is Getting A Second Act. Most RIAs Are Stuck In The First.

| Wealth Solutions Report
I spent most of my career on the other side of this scenario, founding an RIA, sitting in the principal’s chair, living with whatever the custodian shipped. So, when I say the custody model is quietly taxing growth, I’m not reading it off a slide. I felt it. And the data now says most other firms feel it too. Custodial satisfaction is going down, not up. According to F2 Strategy, RIA satisfaction with their custodial relationships slipped to 3.4 out of 5 in 2025, down from 3.6 in 2023.
Open in Who Shared Issue with article?

Amplify Launches Integrated Custody Solutions For RIAs With Goldman Sachs

|
By Jeff Berman Verified
| Wealth Solutions Report
Amplify Platformon Wednesday announced the launch of Custody Command Layer, a platform solution for independent RIA firms, enterprises and platforms that is integrated with Goldman Sachs Custody Solutions (GSCS). The Amplify and GSCS platforms are designed for large independent RIAs to scale their practices and serve clients, while retaining their brand identities and independence, Amplify said.
Open in Who Shared Issue with article?

AI And Advisor Onboarding, Niche Marketing And Custodians

|
By Larry Roth
| Wealth Solutions Report
As our industry continues to adopt AI, we clarify where it helps and where it doesn’t. AI has shown itself to be a powerful tool, but still a tool in human hands. This week, we bring you the voices of several experts to discuss how AI is helping to streamline advisor transitions — and which parts of that process remain firmly on the human side. Custody Is Getting A Second Act. Most RIAs Are Stuck In The First.
Open in Who Shared Issue with article?

Equity Compensation Planning Starts Long Before The Liquidity Event

| Wealth Solutions Report
The path to liquidity for private company employees has gotten more complicated. IPOs are no longer the only meaningful planning moment. Companies are staying private longer and tender offers — company-sponsored programs that allow employees to sell shares back — have filled some of that gap. According to Nasdaq Private Market, in 2025, tender offer volume reached roughly $35 billion, approaching the $45 billion IPO market.
Open in Who Shared Issue with article?

$6 Billion Massachusetts Firm Launches Hybrid RIA

|
By Jeff Berman Verified
| Wealth Solutions Report
After a long affiliation with Commonwealth Financial Network, Worcester, Massachusetts-based Bartholomew & Company on Monday announced its launch as an independent hybrid RIA overseeing about $6 billion in client assets. The firm, which also has an office in Framingham, was founded in 1994 by Tom Bartholomew, who still serves as its Chairman after recently stepping down as CEO and President.
Open in Who Shared Issue with article?

WSRIA Roundup: Cerulli, Dynasty, Moneta, Altruist And More

| Wealth Solutions Report
This month’s WSRIA roundup of top RIA news brings you: Accelerated making a minority investment in Brooklyn Fi, Pathstone acquiring Mill Creek, AlphaCore acquiring Elk River, Crewe receiving a minority investment from Wealth Partners Capital Group and HGGC, a Waverly Advisors affiliate acquiring Smithfield Trust, Perennial adding Mike Russell, DayMark adding an $820 million Ohio advisor team, Beacon Coast launching, Dynasty formalizing a consulting group and planning to acquire Optima Group,...
Open in Who Shared Issue with article?

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

| Wealth Solutions Report
In this week’s roundup, Horizon acquired Anfield; Corient agreed to acquire Letus; Wealth Enhancement will acquire two Shufro Rose groups; EP Wealth acquired Opes; Clearstead acquired a team from myCIO; Coastal Bridge, Waddell & Associates and One Charles Private Wealth merged; Osaic added Tri-State; LPL recruited Wayne McCormick; Carson acquired Ted Swenson’s practice; Vanilla partnered with Callan; Arch named Keith Soura Chief Technology Officer; and Lido appointed Dan Marquis as Chief...
Open in Who Shared Issue with article?

Wealth Solutions Report Journalists

Berman, Jeff
Buchanan, Julius
Lee, Thomas