Jeff Berman

Jeff Berman brings over 30 years of experience to the Wealth Solutions Report team as a reporter and editor covering a wide range of beats, including the financial services business.

Dynasty Teams With Diamond Consultants On Breakaway Investment Banking

The New Service Was Developed To Help Advisors Explore Their Options, The Firms Say.

By Jeff Berman

/ 21 Oct 2025

Cerulli: Younger Investors Expect To Lean On 401(k)s For Retirement

Just 5% Of Gen Z And 16% Of Millennials Expect Social Security Will Be Their Main Source Of Retirement Income.

By Jeff Berman

/ 17 Oct 2025

Cerulli: Younger Investors Expect To Lean On 401(k)s For Retirement

Report: North American Family Offices Increasingly Embrace AI And Innovation

RBC And Campden Wealth Report Says Three Times More Family Offices Are Leveraging AI To Improve Operations This Year Than In 2024

By Jeff Berman

/ 16 Oct 2025

Report: North American Family Offices Increasingly Embrace AI And Innovation

NorthRock Buys $2.7 Billion California Advisor Team

The Firm’s Purchase Of WGG Wealth Partners Strengthens NorthRock’s California Presence And Expands The Reach Of Its Personal Office Model.

By Jeff Berman

/ 15 Oct 2025

NorthRock Buys $2.7 Billion California Advisor Team

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

The Firm’s Frontier Investment Management Practice Is The First To Join Its New Hightower Signature Wealth Brand.

By Jeff Berman

/ 15 Oct 2025

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

MAI Names Former Focus Financial Exec As Its CMO

The Appointment Of Kathleen Alcorn As CMO Is The Latest Step In MAI’s Growth Strategy And Follows Its Recently Announced Purchase Of Evoke Advisors.

By Jeff Berman

/ 9 Oct 2025

MAI Names Former Focus Financial Exec As Its CMO

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

King Financial Network, A 14-Person Team In Manalapan, New Jersey, Joins Cetera’s Summit Financial Networks.

By Jeff Berman

/ 8 Oct 2025

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

Edelman Financial Engines Buys $300 Million Wisconsin RIA

The Acquisition Of Hasenberg Financial Group Expands EFE’s Midwest Footprint And Strengthens Its Estate Planning Services.

By Jeff Berman

/ 7 Oct 2025

Edelman Financial Engines Buys $300 Million Wisconsin RIA

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

The IBD Channel Saw 21.5% Year-Over-Year Growth In Advisor-Managed Assets In 2024, According To Research Firm Cerulli.

By Jeff Berman

/ 6 Oct 2025

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

The Private Advisor Group Co-Founder And Managing Director Discusses How Surviving Leukemia And Volunteering Helped Him Be A Leader And Inspire Colleagues And Communities.

By Jeff Berman

/ 6 Oct 2025

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

Raymond James Launches Its First Active ETFs

The ETFs Include Large-Cap Equity, Municipal And Fixed Income Alternative Strategies

By Jeff Berman

/ 3 Oct 2025

Raymond James Launches Its First Active ETFs

Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice

Ex-PayPal CEO Bill Harris Founds Evergreen Wealth, A Firm Targeted At Affluent And High Net Worth Clients Out To Build Long-Term Wealth.

By Jeff Berman

/ 2 Oct 2025

Bill Harris, CEO and Founder, Evergreen Wealth

Jeff Berman

Dynasty Teams With Diamond Consultants On Breakaway Investment Banking

Cerulli: Younger Investors Expect To Lean On 401(k)s For Retirement

Report: North American Family Offices Increasingly Embrace AI And Innovation

NorthRock Buys $2.7 Billion California Advisor Team

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

MAI Names Former Focus Financial Exec As Its CMO

Cetera Recruits $1.1 Billion New Jersey Advisor Team From Commonwealth

Edelman Financial Engines Buys $300 Million Wisconsin RIA

Cerulli: Independent Broker-Dealers Continue To Lead Growth In Advisor-Managed Assets

How Giving Can Become A Cornerstone Of Personal Fulfillment And Professional Success

Raymond James Launches Its First Active ETFs

Fintech Veteran Launches RIA Focused On Tax Optimization And AI-Driven Advice

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