Writers
Larry Roth
As founder and CEO, Larry Roth guides Wealth Solutions Report's direction and provides wealth industry commentary. Former CEO of Advisor Group (Osaic) and Cetera. Founder and Managing Partner of Ascentix Partners and board member at wealth firms.
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Julius Buchanan
Julius Buchanan is editor-in-chief of Wealth Solutions Report, covering wealth trends and leaders. He brings experience as a lawyer at Latham & Watkins and Davis Polk, Director at Citi Private Bank, and policymaker at Singapore's Monetary Authority.
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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.
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James Miller
James Miller is a research analyst and writer covering financial services for 25+ years. He creates feature stories, conducts Q&A profiles, and selects commentary articles for Wealth Solutions Report.
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Thomas Lee
Thomas Lee brings extensive business journalism experience, including the 2013 Gerald Loeb Award. He's written for Boston Globe, Minnesota Star Tribune, and San Francisco Chronicle. Author of books on Bruce Lee and retail transformation.
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