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Wednesday, October 7, 2026The Morning Brief →Sign in
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Blue Rock Financial Group

In network coverage since October 7, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal announcedAlphaCore Wealth Advisory · $400M — coverage
Network coverage
Deals & PE

Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue

The KDI combination passes $1 billion in assets; BakerAvenue's minority stake is undisclosed.
M&A · Oct 7AlphaCore adds $400 million Delaware practice Blue Rock Financial Group
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