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Friday, October 2, 2026The Morning Brief →Sign in
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Sandy Cove Advisors

In PWD coverage since September 30, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedHightower · $752M — coverage
Sep 29, 26Deal announcedHightower Signature Wealth · Hightower · $752M — 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.
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
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