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Friday, October 2, 2026The Morning Brief →Sign in
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Lakewood Wealth

In PWD coverage since October 2, 2026 · 2 stories
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 30 · advisor move
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
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