Wealth Solutions Report – Editor in Chief’s Take – August 3, 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, Arax agreed to buy Transcend Capital; Moors & Cabot added the Coker & Palmer team; Ameriprise recruited Sher Jeshiva Group and Kevin King; RBC recruited KPM Wealth; Cresset hired Chris Tiano and Nick Smith; Moneta opened a U.K. office through a partnership with Thomson Tyndall; Civic Financial selected Altruist as its custodian and wealth management platform; Carson launched an employee equity program; Advisor360° appointed Ananya Balaram as Chief Revenue Officer; Fidelis Capital named Herb Achey a Partner; Cerulli examined the organic growth challenges facing RIAs; AdvizorPro mapped 315 acquisitions; and Berkshire Global reported a nearly 40% increase in first-half wealth management deal activity.
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.