Wealth Solutions Report – Editor in Chief’s Take – September 7, 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, Vanguard agreed to acquire Altruist; Summit acquired Financial Investment Team; Constellation agreed to invest in Confluence; Curi Capital secured an investment from Vistria; Kingsview announced an FTV investment; Steward refinanced and expanded its senior credit facility; LPL added Conte and Preferred; Raymond James recruited Pearsall and Stillwell; Cresset added a Boca Raton team; Brookwood partnered with Amplify; LPL appointed a Chief Technology and Information Officer; and Fidelity reported first-half RIA M&A data.
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.