Wealth Solutions Report – Editor in Chief’s Take – August 31, 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, MAI acquired Waypoint Wealth and OG Private Wealth; Wealth Enhancement acquired Weinand Financial and Servo; Stratos acquired RPI Financial; NewEdge added a Houston team; Carson added Yari Capital; Ameriprise recruited two advisors; Cetera recruited Harbor Financial; LPL added Guidepost and McCutchen Wesson; Osaic added O’Reilly and IronGate; FP Transitions appointed Tom Kimberly COO and launched a valuation index; Kestra named Kelly Apple Head of Wealth Management; and FINTRX published family office research.
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.