Financial Connections Group Joins Apella Wealth, Expanding Its West Coast Presence and Bringing AUM to Approximately $10.5 Billion by Katie Copeland | Apr 2, 2026 | Apella
Hunt Valley wealth firm with $4.6B in assets sells majority share by Katie Copeland | Apr 1, 2026 | WPCG
Verdence Capital Advisors to Enter into Strategic Partnership with Wealth Partners Capital Group and HGGC by Katie Copeland | Mar 24, 2026 | WPCG
Exclusive: WPCG and HGGC buy majority stake in $4.6bn Verdence by Katie Copeland | Mar 24, 2026 | WPCG