A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
ria

Cambridge

In PWD coverage since August 19, 2026 · 8 stories
PWD coverage
advisor_note

Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

The $5.4 billion acquisition leaves Spire's teams independent under their own names; same-day moves from UBS and Cambridge landed at independent platforms.
exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027
move · Oct 1Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL
Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge
debt · Sep 1Debt case strengthens as equity's leverage fades
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
The Close · Aug 20Fidelity's rate hike turned custody into a financing war
Features · Aug 19Wealth's talent war moves to the C-suite
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.