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Wednesday, October 14, 2026The Morning Brief →Sign in
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Josh Gerry

In network coverage since October 14, 2026 · 1 story
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M&A

VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions

The Chicago-based wealth platform has grown to 19 firms and $8.5 billion in assets from 10 practices and $5.3 billion at its December 2024 launch.
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