Wealth Solutions Report – Editor in Chief’s Take – August 17, 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, Corient agreed to acquire Summit Trail Advisors; Hightower Signature Wealth added Stearns Financial Group; AlphaCore added Brave Family Advisors; Sequoia acquired All Star Financial; Wealth Enhancement acquired Miramar Capital’s investment advisory business; Allworth acquired Sachetta and Arthur Stein Financial; RBC recruited Focus Wealth Management; Raymond James recruited a team from Comerica; Cetera recruited iTP Partners; Savvy added Blue Barn Wealth and Paragon Private Wealth Management; Ameriprise recruited Steinmetz Jackson; and Perigon expanded Rafia Hasan’s role and named Chris Briley Managing Director of Technology.
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.