Wealth Solutions Report – Editor in Chief’s Take – September 21, 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, Envestnet agreed to acquire Vestmark; RFG Advisory supported the merger of WFA and Volare; Modern Wealth acquired Sanchez Wealth; OnePoint BFG acquired Bast Financial; Boston Hill Advisors joined Hightower Signature Wealth; Savvy Wealth raised $100 million; IAM Advisory joined Wealthcare; LPL added Northstar; NewEdge Wealth opened an Ohio office with Lance White’s team; Beacon Pointe added executives; BridgePort hired a head of M&A; and Hargrove MSO appointed a Vice President of Engagement.
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.