IM Deals Blog

Wealth Solutions Report - Editor in Chief's Take - March 30, 2026

Written by admin | Mar 30, 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’s announcements by Edelman and Perigon highlight that equity isn’t just part of the pay package in M&A – it can also be an incentive that locks in and rewards talent, aligns the recipients’ interests with the firm’s and clearly demonstrates the C-suite’s commitment to the new shareholders. It’s not a new strategy, but it is a wise one when there’s a talent shortage in the industry.  

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.