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Monday, October 5, 2026The Morning Brief →Sign in
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Brent Brodeski

In PWD coverage since August 21, 2026 · 4 stories
PWD coverage
The Close

Apella's two deals show the RIA buyer's real target: staff, not clients

A four-decade practice and an eight-year-old one cleared into the same platform in the same week, while Savant bought tax capacity, Carson counted offices and LPL lifted a FiNet team.
M&A · Sep 2Owner seats are the currency in Savant’s ninth deal
M&A · Sep 1Savant's Socha buy is a template for founder-led sellers
practice · Aug 21AI is the capacity answer to the advisor shortage
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