Wealth Solutions Report – Editor in Chief’s Take – September 28, 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, Creative Planning agreed to acquire RVK; Apella acquired Morris and Longview; Carson acquired Elios; Maridea bought River Cities and DFW Insurance; NewEdge Wealth recruited a team led by James Shafer and Michael Block; Raymond James recruited Michael Rogala; Wedbush added Redstone Wealth; LPL added Horizon Wealth; Choreo appointed a Chief People and Transformation Officer; Sanctuary added three senior leaders; Lincoln Investment appointed a marketing head; and F.L.Putnam appointed a Chief Marketing 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.