Wealth Solutions Report (WSR) is a B2B digital platform for insights, analysis and expert commentary on the most relevant and timely issues shaping the future of wealth management. WSR’s team of editors, research analysts and expert columnists deliver original and exclusive content that inspires and engages industry audiences from the most reputable thought leaders in wealth management.
WSR also provides news from across the wealth management industry, including weekly roundups of the top news in M&A, advisor transitions, executive appointments and strategic partnerships, as well as monthly roundups on the top news in wealthtech and investments.
WSR's team prides itself on its objectivity and independence in spotlighting actionable growth strategies, demystifying complex issues and showcasing the individuals and enterprises that are shaping the future of wealth management. It takes a positive and optimistic view of the wealth management industry. Its audience comprises advisors, C-suite leaders and executives across all spaces in the industry.
Larry Roth, CEO
As CEO of Wealth Solutions Report, Larry Roth oversees the strategic direction of the outlet, its engagement with key industry partners as well as relationships with the outlet’s sponsors. Mr. Roth previously served as CEO of AIG Advisor Group (now Osaic) as well as CEO of Cetera Financial Group, two of the largest networks of independent wealth management firms in the country.
In addition to his current role at Wealth Solutions Report, Mr. Roth is Founder and Managing Partner of Ascentix Partners, a Senior Advisor with Berkshire Global Advisors and serves on the Boards of Directors of Oppenheimer & Company, Inc. and Clark Asset Management. Additionally, Mr. Roth serves as Chairman of the Board of Advisors for Haven Tower Group.
Contact: larry.roth@wealthsolutionsreport.com
Julius Buchanan, Editor in Chief
As Editor in Chief, Julius Buchanan manages and directs the editorial team at Wealth Solutions Report, including strategy, content planning, writing and editing. Before entering financial services journalism, he practiced law at global firms such as Latham & Watkins LLP and Davis Polk & Wardwell LLP. He has also been a Director at Citi Private Bank, as well as a policymaker for the financial advisor industry and related sectors at the Monetary Authority of Singapore.
Contact: julius.buchanan@wealthsolutionsreport.com
Drew Brophy, Jr., Director of Digital Community Engagement
Drew Brophy spearheads efforts from the Wealth Solutions Report team to build, grow and drive engagement with the platform’s digital community of readers throughout the wealth management space. A branding and go-to market digital strategy expert, Mr. Brophy has worked with publicly-traded and privately-held global enterprises. He is also the owner of Deltaforge, a brand development and digital experience solutions provider.
Contact: drew.brophy@wealthsolutionsreport.com
Zack Drew, Head of Sponsor Partner Relations
Zack Drew leads business development (sales, marketing and partnership) efforts at Wealth Solutions Report. His background includes 0-to-1 start-up, sales and financial services experience. After graduating from Brown University, Mr. Drew served as a strategy consultant at Fidelity Investments and LPL Financial. Later, he led business development at digital product agency BlueLabel, where he actively participated in the company achieving exponential growth from 6 to 120 people. Mr. Drew is originally from Maine, and now resides in New York City.
Contact: zack.drew@wealthsolutionsreport.com
Jeff Berman, Contributing Editor & Reporter
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 for over four years as a Staff Reporter at ThinkAdvisor, where he covered beats including RIAs, brokers, compliance and fintech. Before ThinkAdvisor, Mr. Berman covered consumer electronics, technology and media for more than 25 years. As a freelance reporter, he contributed stories to many publications, including Miami Herald, Newsday, NewsCheckMedia, TheStreet.com and various American City Business Journals websites: Austin Business Journal, Baltimore Business Journal, Boston Business Journal, Chicago Business Journal, L.A. Biz and New York Business Journal. Prior to becoming a freelancer, he worked as a reporter and editor for Consumer Electronics Daily and other Warren Communications News publications for 15 years.
Contact: jeff.berman@wealthsolutionsreport.com
Thomas Lee, Senior Editor & Staff Writer
Thomas Lee is a long-time business journalist and author. He has previously written for The Boston Globe, TheStreet.com, San Francisco Chronicle, Minnesota Star Tribune, MedCityMedia and the St. Louis Post-Dispatch. He is the recipient of the 2013 Gerald M. Loeb Award For Outstanding Financial and Business Journalism, the highest honor in the industry. The Society for Advancing Business Editors and Writers, Asian American Journalists Association, Society of Professional Journalists, National Association of Black Journalists, and the New York Society of Certified Public Accountants have all recognized Mr. Lee’s work. He is author of “The Bruce Lee Code: How the Dragon Mastered Business, Confidence, and Success” and “Rebuilding Empires: How Best Buy and Other Retailers are Transforming and Competing in the Digital Age of Retailing.”
Contact: thomas.lee@wealthsolutionsreport.com
James Miller, Contributing Editor & Research Analyst
James Miller brings over 25 years of experience to the Wealth Solutions Report team as a research analyst and writer covering a range of financial services businesses. At WSR, Mr. Miller develops and edits feature stories and Q&A profiles, while also overseeing the selection and curation of opinion pieces and commentary articles submitted from industry leaders for publication by the outlet. Before joining Wealth Solutions Report, Mr. Miller was a research analyst for Playa Capistrano Enterprises (PCE), a sales and research consultancy for the commercial real estate and commercial real estate finance sectors.
Contact: ContributingEd@wealthsolutionsreport.com
Andy Kalbaugh, Expert Columnist, Leaders & Entrepreneurs
Andy Kalbaugh is Expert Columnist, Leaders & Entrepreneurs for Wealth Solutions Report. A seasoned C-suite leader and board director, he analyzes and writes about the strategies and insights employed by the most successful wealth management executives and business founders that can be adopted by other participants across the industry. Currently President of hybrid RIA The Wealth Consulting Group, he is a member of the Advisory Board of TowerBrook Capital Partners, a leading private equity firm. Previously, Mr. Kalbaugh was Managing Director & Divisional President at LPL Financial, where he had oversight for the long-term growth, satisfaction and retention of more than 17,000 independent financial advisors and 800 financial institutions, representing more than $900 billion in assets.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com
Jeff Nash, Expert Columnist, Recruiting Trends
Jeff Nash is Expert Columnist, Recruiting Trends at Wealth Solutions Report, where he analyzes the latest developments in efforts among wealth management firms to recruit, retain and support the growth of financial advisor businesses across the country, as well as M&A between financial advisor practices. As CEO and Co-Founder of Bridgemark Strategies, a nationwide consultancy focused on the wealth management industry, Jeff leverages his 30+ years of industry experience and over 25 years of experience recruiting and consulting with financial advisors. A recognized industry thought leader, he is often published or quoted in industry media and is often asked to speak at industry conferences. His knowledge of the industry is centered around trends in advisor movement including but not limited to: broker-dealer changes and evaluation; establishing or joining an RIA; and succession planning and selling or merging practices.
Questions, comments or topic ideas can be sent to: ContributingEd@wealthsolutionsreport.com
