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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 5, 2026The Morning Brief →Sign in
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Cambridge

In PWD coverage since August 19, 2026 · 8 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Lakewood Wealth Management
Oct 1 · to LPL Financial
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
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