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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Todd Roselle

In network coverage since October 7, 2026 · 6 stories
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The Advisor's 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
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
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
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