Wealth Solutions Report – Editor in Chief’s Take – August 10, 2026
Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
In this week’s roundup, Vista led CAIS’ Series D; Corient agreed to acquire Seven Bridges; Merit acquired Towson Wealth Management; WealthReach acquired AdvisorRankings; Bixby made a minority investment in F.L.Putnam; Wealth Enhancement agreed to acquire Cloud Investments’ advisory business; Raymond James recruited two teams; UBS hired four advisors; Carson added Doyle and Loughman Wealth Management; LPL introduced its Latitude technology framework; ECHELON reported on RIA M&A; and Snappy Kraken released its State of Digital & AI 2026 report.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.