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.
The M&A numbers keep rising. This week, Cerity announced a merger with Verus, which serves clients with $1.2 trillion in assets. Asset numbers for the Bluespring, Neuberger and CAPTRUST acquisitions are in the multiple billions. And ECHELON predicts another banner year for M&A in 2026. At this point, one must wonder what it would take to even slow down the M&A train.
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.