Sign in Subscribe

Michael Madden

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

World Announces Launch Of Investment And Portfolio Platform

Lauren Yeaton Hunt To Oversee World Managed Account Platform, Which Includes In-House, Third-Party And Advisor-Managed Models

By Michael Madden

/ 26 Mar 2025

Lauren Yeaton Hunt, SVP of Wealth Platforms and Partnerships, World Investment Advisors

Docupace Acquires Canadian Workflow Platform Hubly

The Move Aims To Enhance Back-Office Efficiency Tools For Financial Advisors

By Michael Madden

/ 12 Mar 2025

David Knoch, CEO, Docupace

Caprock Welcomes David Solow To Chicago Office

Former Goldman Sachs Advisor Will Bolster Sports And Entertainment Client Services

By Michael Madden

/ 26 Feb 2025

David Solow, Managing Director & Client Advisor, Caprock

The Indispensable Voice: CIOs Have Become Essential To Advisor-Client Relationships

CIOs Have Emerged As The Key Glue In The Wealth Management Industry

By Michael Madden

/ 18 Feb 2025

The Indispensable Voice: CIOs Have Become Essential To Advisor-Client Relationships

Doshi: Exploring The Lifecycle Of Operational Opportunities And Pitfalls

Milan Doshi Of Doshi Consulting Solutions Describes The Impact AI And Technology Can Have From Onboarding To Back Office

By Michael Madden

/ 11 Feb 2025

Doshi: Exploring The Lifecycle Of Operational Opportunities And Pitfalls

Sycamore Announces New Surveillance Platform

New Platform Is Designed To Allow Broker-Dealers To More Effectively Surveil Advisor Activity

By Michael Madden

/ 29 Jan 2025

Mike Overdorf, President & Founder, Sycamore Financial Solutions

Berkshire: M&A Last Year Hit A Record, Another Strong Year In Store For 2025

Berkshire Global Advisors Published Report On Wealth Management M&A Activity

By Michael Madden

/ 23 Jan 2025

Bomy Hagopian, Partner, Berkshire Global Advisors

World Investments Acquires Freeman & Vannauker

New York City Area Firm With $190 Million In Assets Joins World From Osaic

By Michael Madden

/ 15 Jan 2025

Troy Hammond, CEO, World Investment Advisors

Perigon Wealth Management Adds To Goldman Sachs Relationship

Perigon Engages Goldman Sachs Custody Solutions

By Michael Madden

/ 13 Jan 2025

Arthur Ambarik, CEO, Perigon Wealth Management

Sound Income Group Founder Shares His Blueprint For Advisor Success

David Scranton Outlines His Approach And Values In His Newly Published Fourth Book ‘Attract & Grow’

By Michael Madden

/ 9 Jan 2025

David Scranton, Founder & CEO, Sound Income Group

AmericanTCS And NewEdge Growth Pushes Parent EdgeCo Past $600 Billion

Retirement And Services Subsidiaries Both Contribute To New Firm Milestone

By Michael Madden

/ 4 Dec 2024

Paul Schneider, CEO, EdgeCo Holdings

Lighthouse Wealth Tech Labs Partners With Surge Ventures

Partnership Aims To Foster New Wealthtech Solutions And Drive Growth For Financial Professionals

By Michael Madden

/ 22 Oct 2024

Sid Yenamandra, Founder & CEO, SurgeONE.ai