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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.

Coldstream Merged With $2 Billion Cable Hill Partners

Merger Expect To Bolster Coldstream’s Retirement Offerings. Deal Transacted Without Private Equity Support.

By James Miller

/ 4 Jun 2025

Cable Hill Partners team

$8 Billion Hybrid RIA NWF Advisory Rebrands As Artisan Capital

Los Angeles-Based NWF Advisory Group Rebrands To Emphasize Service Commitment

By James Miller

/ 15 May 2025

Shehab Mohammad, President & CEO, Artisan Capital Partners

Sowell Management Expands Leadership Team To Drive Growth And Expansion

RIA Appoints Executives To Lead Investment Management Sales, Finance And Financial Advisory Retail Functions

By James Miller

/ 30 Apr 2025

Scott Dooley, Managing Director of Investment Management, and Sabrina Freeman, Director of Finance and Trek Wealth Solutions, Sowell Management

SFA Partners’ Strategic Blueprint Recruits Advisory Firms With $200 Million From Osaic

RIA Strategic Blueprint Adds Seattle-Area And North Carolina Advisory Firms

By James Miller

/ 24 Apr 2025

Jamie Mackay, President & COO, SFA Partners

Perigon Appoints Four Advisors To Partnership

Firm’s Partnership Program Elevates 1099 Advisors To Support Advisor-Owned Structure

By James Miller

/ 14 Apr 2025

Arthur Ambarik, CEO, Perigon Wealth Management

Docupace Names Former Salesforce Exec J.T. Petrilli Head Of M&A

Firm Looks To Boost Its Acquisition Strategy With Hire

By James Miller

/ 10 Apr 2025

David Knoch, CEO, Docupace

Online Broker TradingBlock Launches Options Learning Hub

Firm Provides Free Resources Across Skill Levels On Options Trading And Strategies

By James Miller

/ 8 Apr 2025

Mike Martin, Vice President of Market Strategy, TradingBlock

Caprock To Transition Its Impact Reporting Platform To BlueMark

Platform Designed By Caprock To Create Industry Standard Expected To Reach Broader Market Through BlueMark

By James Miller

/ 30 Mar 2025

Mark Gustafson, Managing Director, Caprock

Cambridge Names Schwab Veteran Sean Van Moorleghem CTO

New CTO From Schwab And TD Ameritrade Brings Experience In Platforms And AI

By James Miller

/ 25 Mar 2025

Sean Van Moorleghem, Chief Technology Officer and Executive Vice President, Cambridge Investment Research

VestGen Names Industry Leaders To New Advisory Board

Recently Founded Wealth Management Firm Builds Advisory Board Shortly After Filling C-Suite

By James Miller

/ 12 Mar 2025

Josh Gerry, Founder & CEO, VestGen Wealth Partners

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

New Customizable Trading Dashboard Aims To Bridge The Gap Between Retail And Professional Traders.

By James Miller

/ 5 Mar 2025

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal

As Bud Lowenthal Steps Down After 40 Years, Son Robert To Take Reins In May

By James Miller

/ 3 Mar 2025

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal