Wealth Solutions Report – Editor in Chief’s Take – July 13, 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, Horizon acquired Anfield; Corient agreed to acquire Letus; Wealth Enhancement will acquire two Shufro Rose groups; EP Wealth acquired Opes; Clearstead acquired a team from myCIO; Coastal Bridge, Waddell & Associates and One Charles Private Wealth merged; Osaic added Tri-State; LPL recruited Wayne McCormick; Carson acquired Ted Swenson’s practice; Vanilla partnered with Callan; Arch named Keith Soura Chief Technology Officer; and Lido appointed Dan Marquis as Chief Financial Officer.
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.
The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.