Wealth Solutions Report – Editor in Chief’s Take – September 14, 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, Aquiline agreed to invest in Flourish; Allworth acquired High Falls Advisors and Holistic Financial Partners; Sequoia acquired BSW Wealth Partners; Savant partnered with Socha Financial Group; F.L.Putnam acquired the Red Granite team; New Mountain Capital exited Lincoln Investment; Summit bought an Oregon firm; NewEdge Wealth added a Fort Lauderdale team; Prospera recruited Patrick Sweeney and John Palmer; Cetera added Sierra Ridge Advisor Group; Osaic added Midwest Financial Group; and Merit named John Rajes Chief Technology 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.