A
Daily Network
publication
Explore the network
The Daily Network
About the network →
Private Wealth Daily
Private wealth
→
Digital Capital Daily
Digital assets
→
ESG Capital Daily
Sustainable capital
→
ETF Daily
ETFs
→
ETF Pro AI
The fund terminal
→
Family Office Daily
Family offices & private capital
→
Insurance Capital Daily
Insurance capital
→
Interval Fund Daily
Semi-liquid funds
→
Private Credit Daily
Private credit
→
Private Infrastructure Daily
Infrastructure
→
Private Real Estate Daily
Real estate
→
Retirement Capital Daily
Retirement assets
→
Secondaries Daily
Secondaries
→
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
The Morning Brief →
·
Sign in
The Book
The Exit
The Move
The Practice
The Portfolio
The Advisor's Note
Valuation Desk
Lookup
13
stories · 24h
901
deals & moves · 7d
21,728
firms & people tracked
223
sources monitored
● LIVE
person
Todd Roselle
Watch
AlphaCore Wealth Advisory
·
Reported Oct 9
In network coverage since October 7, 2026 · 3 stories
Network coverage
M&A
Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
Legacy Consulting is a Plano, Texas firm founded in 1997; Blue Rock is a Sussex County, Del. practice founded by Todd Roselle.
Deals & PE · Oct 7
Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue
M&A · Oct 7
AlphaCore adds $400 million Delaware practice Blue Rock Financial Group
Every weekday · 6:30 a.m. ET
The Morning Brief
The latest from Wealth Advisor Daily, in your inbox every weekday. Free.
Subscribe — free