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Wealth Advisor Daily
You’re reading this edition
Edition No. 057
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 9, 2026
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13
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899
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Family Wealth Counseling
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In network coverage since October 7, 2026 · 3 stories
1
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Oct 6, 26
Deal closed
KDI Wealth Management · Bluespring Wealth Partners
· $1B
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coverage
Network coverage
M&A
Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
Hightower says Naples would be the first existing Hightower advisory practice to join Bahnsen under the parent's flagship franchise model, with the deal expected to close at year's end.
Deals & PE · Oct 7
Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue
M&A · Oct 7
Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion
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