If wealth management slows down around the holidays, there was little evidence in industry recruiting and M&A announcements this week.
The large RIA NewEdge Wealth picked up a $6 billion team from an industry rival while Janney Montgomery Scott, Wells Fargo and Raymond James all pulled big teams from rivals. And Carson Group, Farther, Beacon Pointe and MAI Capital Management were back out on the M&A trail. Read about it below.
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Published: by Gretchen on July 15, 2026 | This post may contain affiliate links. Read my disclosure policy here. Looking for a...
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