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Mesirow Fiduciary Solutions

In PWD coverage since August 17, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 13, 26Deal announcedflexPATH Strategies — coverage
PWD coverage
advisers

LeafHouse's last symposium closes the year its advice business sold

The fiduciary layer keeps consolidating while the platform layer keeps the capital, and the final LNRS is the most legible move either side has made.
plans · Aug 18Mesirow buys flexPATH's 3(38) book in second fiduciary deal
advisers · Aug 17Mesirow buys flexPATH's 3(38) retirement-plan business
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