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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Apella

In network coverage since September 18, 2026 · 4 stories
Network coverage
Features

Goldman Sachs and Phoenix Financial announce $4 billion client-asset transaction

The deal is nearly ten times the $412 million in combined RIA acquisitions Apella and Waverly disclosed overnight.
Deals & PE · Oct 17Apella buys Blue Spark for $261 million
Data · Sep 20RIA deal announcements have outrun the capacity to close
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
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