A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyYou’re reading this editionInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Insurance Capital Daily
Independent Intelligence on Insurance Investment
Thursday, October 15, 2026The Morning Brief →Sign in
person

Todd Roselle

In network coverage since October 7, 2026 · 6 stories
Network coverage
advisor_note

Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group

Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez move from Ameriprise to Wells Fargo FiNet.
Features · Oct 11Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue
M&A · Oct 7AlphaCore adds $400 million Delaware practice Blue Rock Financial Group
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Insurance Capital Daily, in your inbox every weekday. Free.