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Friday, October 2, 2026The Morning Brief →Sign in
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Spire Investment Partners

In PWD coverage since October 1, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal closedConcurrent Investment Advisors · $5 — coverage
Sep 30, 26Deal closedConcurrent · $5.4B — coverage
Sep 29, 26Deal closedConcurrent · $5.4B — coverage
PWD coverage
move

Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

The threshold counts assets held at Fidelity, not total firm AUM, and the notice went directly to affected firms.
M&A · Oct 1Concurrent acquires Spire Investment Partners, its first RIA platform purchase
move · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
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