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James Miller

James Miller is a research analyst and writer covering financial services for 25+ years. He creates feature stories, conducts Q&A profiles, and selects commentary articles for Wealth Solutions Report.

IFG Adds Maryland-Based Advisors From Commonwealth

The Baltimore Area Recruits Have A History Of Collaboration

By James Miller

/ 9 Oct 2025

IFG Adds Maryland-Based Advisors From Commonwealth

AmeriFlex Welcomes $354 Million Team From Osaic

The Recruitment Of The Four-Person California Team Follows AmeriFlex’s Recent Affiliation With Cambridge

By James Miller

/ 30 Sep 2025

Thomas Goodson, CEO & Founder, The AmeriFlex Group

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth

By James Miller

/ 9 Sep 2025

Richard LeSavoy, Financial Advisor, Centeras Private Wealth

Docupace Unveils AI Roadmap To Transform Wealth Management Operations

Firm Predicts That AI-Driven Operations Will Be Standard In Wealth Management By 2027

By James Miller

/ 28 Aug 2025

David Knoch, CEO, Docupace

Networks That Work For All: Evolving Support Models In A Shifting Industry

How To Address Independent Advisors’ Expectations Of Their Home Offices

By James Miller

/ 27 Aug 2025

Tammy Robbins, Chief Business Development Officer, Cambridge Investment Research

Sanctuary Partner mFORCE Adds $400 Million Team From Truist

Fossil Rock Private Wealth Raises mFORCE Assets To $2.3 Billion

By James Miller

/ 6 Aug 2025

Larry Milton, Founder, Fossil Rock Private Wealth, and Co-Founder, mFORCE Capital

Choreo Names Keith Kotfica Chief Growth Officer

Kotfica Tapped To Help Lead Firm’s CPA Referral Program

By James Miller

/ 1 Aug 2025

Keith Kotfica, Chief Growth Officer, Choreo

The Wealth Consulting Group Adds Industry Veterans To Guide Growth Initiatives

Stuart DePina, Jason Ehrlich, Paul Kim And Andy Kalbaugh Named To The Hybrid RIA’s New Advisory Board

By James Miller

/ 17 Jul 2025

Jimmy Lee, Founder & CEO, The Wealth Consulting Group

Sanctuary Recruits $580 Million Advisor From Bank Of Montreal

Bernard Reed Moves To Sanctuary Wealth To Launch Velorum Wealth Management

By James Miller

/ 10 Jul 2025

Bernard Reed, Founder & Managing Partner, Velorum Wealth Management

Sanctuary Enters Oklahoma With $225 Million Advisor From Edward Jones

Justin R. Koch Launches CopperSky Wealth

By James Miller

/ 30 Jun 2025

Justin R. Koch, Founder & President, CopperSky Wealth

World Adds Tech Tools From Holistiplan, FMG, Pontera And Forms Logic

Firm Hires Sarah McGilton As Director Of Platform Technology And Strategy To Lead Tech And Data Strategy

By James Miller

/ 26 Jun 2025

Troy Hammond, CEO, World Investment Advisors

Startup L1 Brings Hedge Fund Strategies ‘Onchain’

Platform Puts Hedge Fund Strategies Onto Blockchain In Effort To ‘Democratize’ Access

By James Miller

/ 13 Jun 2025

Miguel Kudry, CEO & Co-Founder, L1