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Wednesday, October 7, 2026The Morning Brief →Sign in
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KDI Wealth Management

In network coverage since October 7, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal closedFamily Wealth Counseling · Bluespring Wealth Partners · $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
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