Janeesa Hollingshead

As Contributing Editor, Janeesa Hollingshead oversees editorial strategy and digital publishing at Wealth Solutions Report. Co-Founder of JJ Studios for tech startups. Former early Uber team member who spearheaded Chicago expansion plans.

Beacon Capital Acquires $1 Billion Astor

Acquisition Expands Beacon’s Risk-Managed Investment Capabilities

By Janeesa Hollingshead

/ 18 Jun 2025

Emily Damman, President, Beacon Capital Management, and Bryan Novak, CEO, Astor Investment Management

Keys To Serving Women Along Their Wealth Journey

As Women Increasingly Control Wealth, Advisors Must Meet Their Needs

By Janeesa Hollingshead

/ 22 May 2025

Keys To Serving Women Along Their Wealth Journey

Guide To Industry Conferences: Custodians

What You Need To Know About Pershing INSITE And Schwab IMPACT

By Janeesa Hollingshead

/ 14 May 2025

Simone Biles, Olympic medalist, keynote speaker at INSITE, and Rick Wurster, President & CEO, Charles Schwab

TradingBlock Launches Platform To Broaden Retail Investor Access To IPOs

My IPO Platform Aims To Provide IPO Access At Offering Price For All Investors, Including Through U.S. Retirement Accounts, With Immediate Post-IPO Trading Through Apex Clearing

By Janeesa Hollingshead

/ 7 May 2025

Joel Vanderhoof, President, My IPO Investment Banking

Industry Consolidation And Important Conversations

Executives From Cambridge, Perigon And Sanctuary Reflect On Consolidations Such As LPL’s Acquisition Of Commonwealth

By Janeesa Hollingshead

/ 28 Apr 2025

Industry Consolidation And Important Conversations

From Campuses To Offices: Cultivating Next Gen Advisors Directly Out Of College

Why Recruiting Junior Financial Advisors Directly From College Works

By Janeesa Hollingshead

/ 15 Apr 2025

From Campuses To Offices: Cultivating Next Gen Advisors Directly Out Of College

Taxes: ‘A Great Problem’ But ‘A Permanent Loss’

Greykasell Founder Recounts Big Four Tax Background, Explains Tax Philosophy As An Advisor And Breaks Down Common Misconceptions About Tax

By Janeesa Hollingshead

/ 14 Apr 2025

David Eisenhauer, Founder, Greykasell Wealth Strategies

Guide To Industry Conferences: Compliance, Governance And Regulatory

What You Need To Know About The FINRA Annual Conference, ComplyConnect Conference & Expo, MarketCounsel Summit, FSI Forum & Capitol Hill Day And FSI OneVoice

By Janeesa Hollingshead

/ 8 Apr 2025

Attendees register for FSI OneVoice 2025 / EPNAC.com

How To Talk To Clients About Tariffs

Wealthcare Execs Explain The Current Tariff Situation And How To Guide Clients Through It

By Janeesa Hollingshead

/ 3 Apr 2025

Matt Regan, CEO & President, and Ron Madey, CIO, Wealthcare

Annuities And Life Settlements: Havens In An Era Of Uncertainty?

Annuities And Life Settlements – Two Insurance-Based Vehicles – Are Rising In Popularity As Clients Seek Retirement Solutions

By Janeesa Hollingshead

/ 3 Apr 2025

Annuities And Life Settlements: Havens In An Era Of Uncertainty?

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

WSR Recognizes Women’s History Month For Fourth Time With Pathfinder Awards Calling Out Excellence In Wealth Management

By Janeesa Hollingshead

/ 25 Mar 2025

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

Wealth In Rural Areas Offers Possibilities For Advisors And Firms

Despite Stereotypes, Experts Say Rural Americans Hold Valuable Assets And Need Financial Advice. But Challenges Remain.

By Janeesa Hollingshead

/ 23 Mar 2025

Wealth In Rural Areas Offers Possibilities For Advisors And Firms

Janeesa Hollingshead

Beacon Capital Acquires $1 Billion Astor

Keys To Serving Women Along Their Wealth Journey

Guide To Industry Conferences: Custodians

TradingBlock Launches Platform To Broaden Retail Investor Access To IPOs

Industry Consolidation And Important Conversations

From Campuses To Offices: Cultivating Next Gen Advisors Directly Out Of College

Taxes: ‘A Great Problem’ But ‘A Permanent Loss’

Guide To Industry Conferences: Compliance, Governance And Regulatory

How To Talk To Clients About Tariffs

Annuities And Life Settlements: Havens In An Era Of Uncertainty?

WSR Pathfinder Awards – Top Women Industry Leaders Of 2025

Wealth In Rural Areas Offers Possibilities For Advisors And Firms

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