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News 2026-09-29 11:06 UTC

Waverly Advisors acquires Heartwood Wealth Advisors

Waverly Advisors acquired Heartwood Wealth Advisors, a Richmond, Virginia wealth management firm with about $1.7 billion in assets under management. The transaction closed on September 25, 2026.

News 2026-06-26 09:32 UTC

Fed Adds Advisers

Fed Chair Warsh announces Daniel Covitz and Eric Engstrom as advisers