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.

Industry Veteran Mark Casady Joins FMG As Executive Chairman

The Former LPL CEO’s Appointment Comes As GTCR Completes Its Previously Announced Acquisition Of FMG

By Jeff Berman

/ 12 Sep 2025

Lincoln And Bain Launch Fund Giving Individual Investors Access To Private Credit

The Fund Arrives After The Firms Announced Early This Year A Strategic Partnership On Private Market Funds

By Jeff Berman

/ 11 Sep 2025

Ellen Cooper, CEO, President and Chairman, Lincoln Financial

SEIA To Buy $1.6 Billion California RIA

Select Money Management Is SEIA’s Second-Largest Acquisition Ever

By Jeff Berman

/ 10 Sep 2025

Matt Matrisian, President, Signature Estate & Investment Advisors

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

Graypoint Serves Over 60 Nonprofits In The Albany Area And Beyond

By Jeff Berman

/ 9 Sep 2025

Kurt Miscinski, CEO, President and Partner, Cerity Partners

Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors

Advisors Are Leveraging Tech But 65% Of RIAs Surveyed Were Concerned About Clients Using AI For Financial Advice.

By Jeff Berman

/ 5 Sep 2025

Morningstar Launches Its First Medalist Ratings For Semiliquid Funds

Semiliquid Funds Assets Grew Over 60% Since 2022, But Remain Difficult To Evaluate And Needed Independent Analysis, Morningstar Says.

By Jeff Berman

/ 4 Sep 2025

Laura Lutton, Global Head of Manager Research, Morningstar

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

The Purchases Of Stanhope Capital And Stonehage Fleming Add $214 Billion In Client Assets To Corient

By Jeff Berman

/ 3 Sep 2025

Kurt MacAlpine, CEO and Partner, Corient

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

Mercer To Add About $850 Million In Assets With Purchases Of West Oak Capital And Eagle Wealth.

By Jeff Berman

/ 2 Sep 2025

Martine Lellis, Principal, M&A Partner Development, Mercer Advisors

MAI Capital Management To Add $27 Billion California RIA Evoke

The Acquisition Will Create A National Firm With About $60 Billion In AUM And AUA When It Closes By Q4, MAI Says.

By Jeff Berman

/ 28 Aug 2025

Rick Buoncore, CEO and Chairman, MAI Capital Management

Cerulli: Advisors Must Adapt Services To Better Meet HNW Clients’ Demands

Client Service Offerings Will Be The ‘Key Differentiator’ For HNW Practices, The Firm Says.

By Jeff Berman

/ 27 Aug 2025

Andrew Larsen, Wealth Management Analyst, Cerulli

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Separately, Mariner Institutional To Add $5 Billion In AUA With Acquisition Of Southeastern Advisory Services.

By Jeff Berman

/ 22 Aug 2025

Marty Bicknell, CEO and President, Mariner

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

Merchant’s Investment Will ‘Accelerate’ The Next Phase Of Growth And Talent Acquisition For Meridian Wealth Management, The Firms Say.

By Jeff Berman

/ 21 Aug 2025

Greg Couch, Founder and CEO, Meridian Wealth Management

Jeff Berman

Industry Veteran Mark Casady Joins FMG As Executive Chairman

Lincoln And Bain Launch Fund Giving Individual Investors Access To Private Credit

SEIA To Buy $1.6 Billion California RIA

Cerity To Buy $4.5 Billion Albany Advisory Firm Graypoint

Betterment: RIAs Are Adapting To Meet The Demands Of Digital-First Investors

Morningstar Launches Its First Medalist Ratings For Semiliquid Funds

Corient Starts Global Expansion With Acquisitions Of Two UK-Based Advisory Firms

Mercer To Expand In California, Idaho And Oregon With Latest Acquisitions

MAI Capital Management To Add $27 Billion California RIA Evoke

Cerulli: Advisors Must Adapt Services To Better Meet HNW Clients’ Demands

Mariner To Add $1.7 Billion In AUA After Buying Arizona And New York RIAs

Merchant Investment Management Stakes $4.2 Billion Kentucky RIA

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