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Escalent

In network coverage since August 17, 2026 · 9 stories

Network coverage

M&A

Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion

KDI oversaw more than $750 million when Bluespring bought it in 2024; holding that baseline against the combined $1 billion implies roughly $250 million from Family Wealth Counseling.

RIA · Oct 7BlackRock finds 45% of women with $10 million or more in investable assets are unadvised

The Close · Oct 1Bank of America survey finds 47% of wealthy Gen Z and millennial donors use charitable trusts

practice · Sep 17Advisors want client time; AI is buying back emails

RIA · Sep 15Referral flow runs on client tenure, not advisor effort

Data · Sep 15Advisors Use AI for Email, and Vanguard Knows Why

Allocators · Sep 10Asset managers agree on private markets and admit they can't measure them

The Close · Sep 10Advisors are outsourcing the hour their clients never paid for

investments · Aug 17Advisers to nearly double private assets as DC plans stall

Escalent

Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion

The Morning Brief