Wealth Solutions Report – Editor in Chief’s Take – August 24, 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, Carlyle invested in Prime Capital; Merit acquired Bridgeway; Hightower agreed to acquire Valley Financial; IFP added Van Horn and Severn; Raymond James recruited teams from Baird and Stifel; Cetera added Tucker Bria; LPL recruited Matt Roberts and Kent Voges; Prudential recruited Christopher Grella; SEIA launched tax services and expanded its family office capabilities; CogniCor added Shannon Eusey to its Advisory Board; and Fiduciary Trust appointed Doris Meister as CEO.
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.