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Tuesday, September 29, 2026The Morning Brief →Sign in
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Heartwood Wealth Advisors

In PWD coverage since September 29, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 28, 26Deal announcedWaverly Advisors · $1.7B — coverage
PWD coverage
move

Most remaining Wells producing managers told to pick clients or management

A source says they must decide by October 1; Wells says the move fits a shift toward larger, higher-producing branch complexes.
Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
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