https://www.privatewealthdaily.com/story/concurrent-announces-5-4b-spire-purchase-and-3b-10b-platform-target Private Wealth Dailyen 2026-10-04T18:36:43.577Z Concurrent announces $5.4B Spire purchase and $3B–$10B platform target https://www.privatewealthdaily.com/story/rfg-advisory-leads-wealth-management-activity-as-advisor-moves-nearly-triple-dea Private Wealth Dailyen 2026-10-04T17:12:47.760Z RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements https://www.privatewealthdaily.com/story/five-retirement-focused-firms-log-341-market-events-more-than-triple-ubs-s-97 Private Wealth Dailyen 2026-10-04T16:39:18.227Z Five retirement-focused firms produce 341 market events, more than triple UBS's 97 https://www.privatewealthdaily.com/story/concurrent-buys-spire-platform-adding-5-4-billion-in-a-week-of-unpriced-wealth-d Private Wealth Dailyen 2026-10-03T18:42:36.666Z Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed https://www.privatewealthdaily.com/story/northwestern-mutual-northern-trust-and-citi-each-add-family-office-governance-ro Private Wealth Dailyen 2026-10-03T17:31:06.878Z Northwestern Mutual, Northern Trust and Citi each add family-office governance roles https://www.privatewealthdaily.com/story/openarc-corporate-advisory-tops-30-day-tally-ahead-of-ubs Private Wealth Dailyen 2026-10-03T16:37:23.909Z OpenArc Corporate Advisory tops 30-day tally, ahead of UBS https://www.privatewealthdaily.com/story/cerity-partners-merges-with-cornerstone-capital-and-two-other-rias-in- Private Wealth Dailyen 2026-10-03T14:48:32.601Z Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week https://www.privatewealthdaily.com/story/hb-wealth-buys-700m-texas-ria-hightower-signature-adds-sandy-cove Private Wealth Dailyen 2026-10-03T14:48:32.601Z HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove https://www.privatewealthdaily.com/story/sec-bars-clarice-crystal-saw-over-alleged-2-4-million-theft-from-elderly-client Private Wealth Dailyen 2026-10-03T14:48:32.601Z SEC bars Clarice Crystal Saw over alleged $2.4 million theft from elderly client https://www.privatewealthdaily.com/story/blue-owl-caps-two-funds-at-5-as-a-39-redemption-queue-builds Private Wealth Dailyen 2026-10-03T14:48:32.601Z Blue Owl caps two funds at 5% as a 39% redemption queue builds https://www.privatewealthdaily.com/story/newedge-and-rfg-lead-a-month-of-2-555-advisor-moves-alpinvest-and-bain-file-at-0 Private Wealth Dailyen 2026-10-03T14:48:32.601Z Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches https://www.privatewealthdaily.com/story/cerity-partners-absorbs-cornerstone-capital-and-echo-wealth-management-adding-1- Private Wealth Dailyen 2026-10-03T14:48:32.601Z Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold https://www.privatewealthdaily.com/story/digitalbridge-and-softbank-close-a-3-1-billion-deal-five-power-deals-announced-w Private Wealth Dailyen 2026-10-03T14:48:32.601Z DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms https://www.privatewealthdaily.com/story/fidelity-tells-sub-100-million-ria-clients-to-reach-100-million-or-leave-by-mid- Private Wealth Dailyen 2026-10-03T14:48:32.601Z Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 https://www.privatewealthdaily.com/story/claude-for-financial-advisors-draws-a-fiduciary-objection-over-portfolio-math Private Wealth Dailyen 2026-10-03T14:48:32.601Z Claude for Financial Advisors draws a fiduciary objection over portfolio math https://www.privatewealthdaily.com/story/merrill-lynch-agrees-to-pay-39-million-to-settle-cash-sweep-class-action Private Wealth Dailyen 2026-10-03T14:48:32.601Z Merrill Lynch agrees to pay $39 million to settle cash sweep class action https://www.privatewealthdaily.com/story/sec-accuses-meyer-global-of-five-schemes-targeting-spacex-and-openai-investors Private Wealth Dailyen 2026-10-03T14:48:32.601Z SEC accuses Meyer Global of five schemes targeting SpaceX and OpenAI investors https://www.privatewealthdaily.com/story/concurrent-s-first-platform-purchase-adds-spire-s-5-4b-and-30-advisor-teams Private Wealth Dailyen 2026-10-03T14:48:32.601Z Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase https://www.privatewealthdaily.com/story/rockefeller-finet-and-uniting-absorb-3-3-billion-in-employee-channel-books Private Wealth Dailyen 2026-10-03T14:48:32.601Z Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books https://www.privatewealthdaily.com/story/envestnet-seeks-a-chief-product-officer-ubs-hands-naureen-hassan-its-us-wealth-u Private Wealth Dailyen 2026-10-03T14:48:32.601Z Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit https://www.privatewealthdaily.com/story/cfp-board-sanctions-19-individuals-under-its-code-and-standards Private Wealth Dailyen 2026-10-03T14:48:32.601Z CFP Board sanctions 19 individuals under its Code and Standards https://www.privatewealthdaily.com/story/cg-financial-hires-tradepmr-and-axos-executives-as-platform-fight-intensifies Private Wealth Dailyen 2026-10-03T11:54:45.086Z CG Financial hires TradePMR and Axos executives as platform fight intensifies https://www.privatewealthdaily.com/story/concurrent-buys-5-4b-spire-and-sets-a-3b-to-10b-platform-target Private Wealth Dailyen 2026-10-02T21:04:22.282Z Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target