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Friday, October 9, 2026The Morning Brief →Sign in
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Wealth Partners Capital Group

In network coverage since August 25, 2026 · 8 stories
Network coverage
M&A

Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

Heartwood Wealth Advisors will bring a 13-person Richmond team and roughly $1.7 billion in assets to a Birmingham acquirer with seven closings since late January.
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
M&A · Aug 26Curi's Vistria deal: a bet on process, not pipeline
M&A · Aug 25Vistria's Curi stake buys a deal machine
exit · Aug 25Vistria's Curi deal keeps employees on the cap table
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