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Saturday, October 10, 2026The Morning Brief →Sign in
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Karl Heckenberg

In network coverage since August 25, 2026 · 2 stories
Network coverage
M&A

Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA

BakerAvenue says the undisclosed capital will expand tax, estate planning and corporate trustee services while its leadership team keeps control.
M&A · Aug 25Confluence minority stake is a growth bet
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