Wealth Solutions Report – Editor in Chief’s Take – October 12, 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, Wealth Enhancement agreed to acquire RWA; Concurrent acquired Spire; Waverly acquired Heartwood; Hightower acquired Sandy Cove; Procyon acquired Elite Retirement Consultants and its affiliated tax practice; Triumph joined NorthRock; Raymond James recruited Greenwood Wealth Partners; HB Wealth added the Wealth Care team; Uniting added Dana Cornell and Kyle Kirk; Kestra added Ecclesiastes; Cetera recruited Fitzgerald Financial Group and affiliated with Maine Community Bank’s wealth management program; and Concorde appointed Elizabeth Leon as Vice President of Operations.
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.