Wealth Solutions Report – Editor in Chief’s Take – July 27, 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, Caprock will buy Venturi Private Wealth, Wealth Enhancement completed acquisitions involving WealthShield, Madison Oaks, Trippon Wealth and J.M. Trippon, CRC-Oyster acquired Modern Regulatory Services, OneDigital added Rosenthal Wealth, Raymond James added a Florida advisor team and b1BANK’s wealth program, Baird recruited John McAuley and Mary Weeks Fountain, LPL added HighWater Wealth and Alan Feutz, Ameriprise recruited Johnson Stivender Wealth Advisors, Vanilla launched a service offering; Choreo named its Chief Wealth Officer, Cresset appointed its Chief Technology Officer and DeVoe reported record first-half RIA M&A 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.