Wealth Solutions Report – Editor in Chief’s Take – July 20, 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, Hightower Signature Wealth added three practices; Choreo acquired Resource Financial Group; F.L.Putnam acquired Seascape Capital; Carson acquired Pinnacle Wealth and FFR Wealth; Bartholomew & Company launched an independent hybrid RIA; CWS joined Aspen Standard; Cetera recruited the Lexington Financial team; AmeriFlex recruited 18 advisors; Potomac partnered with Concurrent to launch an independent RIA; Mariner partnered with Cariloop; RISR partnered with OnePoint BFG; Prairie Wealth hired Mike Finnegan as CIO; and Steward Partners appointed Joseph Glick as COO.
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.