Wealth Solutions Report - Editor in Chief's Take

INVESTMENT MANAGEMENT DEALS BLOG

February 2, 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.

 

This week continued the brisk January pace of movements and deals. DeVoe’s 4Q 2025 M&A report confirmed industry expectations that 2025 was the strongest year on record for RIA M&A transactions. For now, there are multiple significant tailwinds as we enter 2026. However, an oddity that could portend a weakness arose as less new buyers entered the market. We should watch this closely as the year’s deals begin to unfold to examine its drivers and consequences.

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.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.