Wealth Solutions Report – Editor in Chief’s Take – October 19, 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, Cerity Partners merged with Cornerstone Capital; Trilogy acquired Mountain Capital; Merit bought Moldenhauer & Associates; Aspen Standard Wealth acquired Cullen Investment Group; Constellation invested in BakerAvenue; LPL added Praxis; Ascentis added four Raymond James practices; Ascentix and PureFacts partnered on revenue optimization; SagePoint launched a family office firm; Wealthspire launched a sports and entertainment practice; Mercer refinanced debt and added a revolving credit facility; and Arax appointed Diego Galan as Chief Operating Officer.
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.