Deals & Moves: EP Wealth, Captrust Pen 3rd Deals of 2026

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It was a busy week for RIA aggregators. There were a few large moves, including $235 billion multi-family office Cresset bringing on Heather Pelant from Baker Street Advisors, where she had previously managed about $2 billion in client assets. Retirement, wealth and benefits firm OneDigital, in the meantime, announced two RIA acquisitions, bringing its total client assets to over $1.73 billion.& ...