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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Nate Lenz

Concurrent · Reported Oct 26
In network coverage since August 27, 2026 · 6 stories
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.
Recruiting & transitions · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
Recruiting & transitions · Sep 21A $425 million team prices independence against the employee channel
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
Moves · Sep 21The breakaway that left Raymond James now buys its teams
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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