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, Waverly Advisors’ parent company acquired Smithfield Trust Company; NewEdge Wealth added James Nichols in Nashville; Raymond James recruited advisor teams in Virginia and Utah; LPL Financial added Spectrum Wealth Strategies and Daniel Zacharias; Beacon Coast Partners launched as an independent RIA; UBS hired Adam Conish in Philadelphia; Cetera added MTI Financial Advisors; Sanctuary Wealth recruited Pierstone Wealth Management; Osaic added Signature Private Wealth Management; Holistic Planning selected Altruist as custodian; Moneta appointed Julie Harrington to lead strategic growth; and U.S. Bank named Daniel Farley CIO.
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.