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Digital Capital Daily
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Friday, October 2, 2026The Morning Brief →Sign in
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Concurrent

In PWD coverage since August 28, 2026 · 7 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal closedSpire Investment Partners · $5.4B — coverage
Sep 30, 26Deal announcedSpire · $5.4B — coverage
Sep 29, 26Deal closedSpire Investment Partners · $5.4B — coverage
PWD coverage
Deals & PE

Concurrent buys Spire's 30-plus teams in first RIA platform deal

The asset purchase adds about $5.4 billion and lifts Concurrent to $28.6 billion, with no purchase price disclosed.
advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
move · 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
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