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Friday, October 23, 2026 · Today’s edition, 6:30 a.m. ETFri, Oct 23 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Concurrent

In network coverage since August 27, 2026 · 13 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
Deals & PE

Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform

Cresset would move its $5.4 billion trust division onto the target's charter in the same 48 hours that brought Aspen Standard's Cullen purchase and Concurrent's $5.4 billion Spire deal.
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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