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Saturday, October 17, 2026The Morning Brief →Sign in
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AlphaCore Wealth Advisory

In network coverage since September 15, 2026 · 10 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 8, 26Deal announcedBlue Rock Financial Group · $0 — coverage
Oct 6, 26Deal announcedBlue Rock Financial Group · $400M — coverage
Sep 14, 26Deal announcedStreamline Family Office — coverage
Network coverage
advisor_note

Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group

Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez move from Ameriprise to Wells Fargo FiNet.
Features · Oct 11Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue
M&A · Oct 7AlphaCore adds $400 million Delaware practice Blue Rock Financial Group
Deals & PE · Sep 15The premium has moved from the book to the gatekeeper
M&A · Sep 15AlphaCore buys a family office bench and a referral rail
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