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Wednesday, October 7, 2026The Morning Brief →Sign in
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Bluespring Wealth Partners

In network coverage since August 18, 2026 · 8 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal closedFamily Wealth Counseling · KDI Wealth Management · $1B — coverage
Network coverage
Deals & PE

Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue

The KDI combination passes $1 billion in assets; BakerAvenue's minority stake is undisclosed.
M&A · Oct 7Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion
The Close · Sep 19The talent war moved up the org chart
Moves · Sep 17Sanctuary staffs the benches that decide which wirehouse teams leave
M&A · Sep 2Aquiline's Flourish control is a distribution play
practice · Aug 19Kestra puts a product executive in charge of wealth management
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
exit · Aug 18Record RIA deal volume meets a pickier buyer pool
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