Wealth Solutions Report – Editor in Chief’s Take – November 9, 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, CAPTRUST added Pacific Sage; South Atlantic agreed to acquire Eastover; LPL updated its Commonwealth retention outlook and recruited Anchor; Stribling~Whalen launched an RIA; Raymond James recruited two teams; RBC added the Nepa/Susco Team; Dynasty appointed Alex Kaminsky and Gordy Abel; Mercer hired Kyle Pounder; Bluerock named Keith Lampi to lead tax; ECHELON reported on M&A; Cerulli examined enterprise RIAs; and AssetMark studied private wealth.
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.