Wealth Solutions Report – Editor in Chief’s Take – November 2, 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, Beacon Pointe acquired three RIAs; Modern Wealth acquired 4thGEN; Wealthspire acquired Atlantic Swiss; Latigo Peak launched an independent firm; Truing launched with Elevation Point backing; Osaic recruited ICG next and Freehold; Janney opened a Houston office with four advisors; Ameriprise recruited RBC teams and entered an AmeriServ investment-services partnership; Kintra recruited Great Scott; Sowell appointed Scott Dooley as CIO; Ballentine named Jeffrey Potter Board Chairman; and Cerulli examined confusion over advisor fees.
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.