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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.