Deals & Moves: Apella Wealth Grows AUM $928M Via Two Deals

Published on September 18, 2026

In other deal news, Savant adds two CPA firms while rebranding its tax division, Carson brings on its 50th office, and LPL recruits a team from Wells Fargo’s FiNet.

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The Big Four Recession Indicators: Real Retail Sales

September 18, 2026
Nominal retail sales were up 1.2% month-over-month and up 6.0% year-over-year in August. After adjusting for inflation, real retail sales were up 0.8% month-over-month and up 2.6% year-over-year.

Cerity Partners Enters Iowa with $2B Gilbert & Cook

September 18, 2026
The $160 billion RIA's deal for the West Des Moines, Iowa, firm is expected to close by month's end, marking another strategic expansion.