Sign in Subscribe

Michael Madden

As Contributing Editor & Research Analyst, Michael Madden creates diverse content for Wealth Solutions Report and manages curated content.

Sowell Partners With Rayliant To Expand OCIO Offering

Rayliant Founder, Jason Hsu, To Take On Additional Role As Sowell Management’s Chief Investment Strategist

By Michael Madden

/ 21 Oct 2025

Sowell Partners With Rayliant To Expand OCIO Offering

Prudential Advisors Establishes New Offices In New York And New Jersey

New Offices In Rockefeller Center And Bell Works Intended To Attract New Advisors

By Michael Madden

/ 15 Oct 2025

Prudential Advisors Establishes New Offices In New York And New Jersey

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

This Second Phase Of Expansion Is Expected To Bring VestGen To $7 Billion In Client Assets

By Michael Madden

/ 14 Oct 2025

VestGen Wealth Partners Acquired Six Practices Totaling $1.5 Billion

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role

By Michael Madden

/ 6 Oct 2025

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Sanctuary Wealth Recruits Cedar Cove From Thrivent

Minnesota-Based Team Of 14 Makes Move After Five Years Of Independence

By Michael Madden

/ 29 Sep 2025

Jennifer Chords, Founding Partner and Wealth Manager, Cedar Cove Wealth Partners

Sanctuary Wealth Recruits $1.2 Billion UHNW UBS Breakaway

Dial Square Private Wealth Launches In Orange County, California

By Michael Madden

/ 18 Aug 2025

Adam Malamed, CEO, Sanctuary Wealth

Study Shows 65% Of Advisors Consider Leaving Jersey If Rules Change

FSI And Oxford Economics Released A Study Showing Negative Effects Of Proposed Independent Contractor Rule In New Jersey

By Michael Madden

/ 13 Aug 2025

Dale Brown, President & CEO, Financial Services Institute

Cherry Creek Family Offices Hires Jason Perlioni

Former CIO Of Johns Hopkins University To Serve As Senior Partner And Chair Of Investment Committee

By Michael Madden

/ 30 Jul 2025

Jason Perlioni, Senior Partner, Chairman of Investment Committee, Cherry Creek Family Offices

SFA Partners Promotes Inman Porter To SVP Of Advisor Solutions

Firm Also Appoints Deaderick Jones As Chief Compliance Officer Of Its Strategic Financial Alliance Division

By Michael Madden

/ 18 Jul 2025

Inman Porter, Senior Vice President of Advisor Solutions, SFA Partners

Merit Receives Strategic Investment From Constellation

Merit To Keep Name And Leadership. WPCG And An Investor Group Led By HGGC Will Exit.

By Michael Madden

/ 9 Jul 2025

Rick Kent, CEO, Merit Financial Advisors

Fidelis Capital Hires Former Bank Of America Exec As Partner

Investment Veteran Paul Trippe ‘Unretires’ To Join Fidelis

By Michael Madden

/ 2 Jul 2025

Paul Trippe, Partner, Fidelis Capital

CAIS Launches Model Alts Portfolios, Expanding Platform Options

BlackRock, Carlyle, Franklin Templeton And KKR Provide New Model Portfolios

By Michael Madden

/ 26 Jun 2025

Neil Blundell, Chief Investment Officer, CAIS Advisors