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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Concurrent

In network coverage since August 27, 2026 · 16+ stories
4Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal closedSpire Investment Partners · $5.4B — coverage
Sep 30, 26Deal announcedSpire · $5.4B — coverage
Sep 30, 26Deal announcedSpire Investment Partners · $5.4B — coverage
Sep 29, 26Deal closedSpire Investment Partners · $5.4B — coverage
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform
RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies
M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target
Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal
The Advisor's Note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
Succession & selling a firm · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
Recruiting & transitions · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
M&A · Oct 1Concurrent acquires Spire Investment Partners, its first RIA platform purchase
Moves · Sep 24Three Panhandle practices boomerang back to LPL
Features · Aug 28The balance sheet is the new recruiting weapon
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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