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Thursday, October 1, 2026The Morning Brief →Sign in
ria

Concurrent

In PWD coverage since August 28, 2026 · 4 stories
2Deals on our tracker
-21Talent net · 12 months1 in · 22 out
Talent flow · 12 monthsOn the wire →
Net -21 · 1 arrivals · 22 departures
Arrivals
Jeff Green
Sep 21 · from Raymond James Financial Services
Departures
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Deal recordFull tracker →
Sep 30, 26Deal closedSpire Investment Partners · $5.4B — coverage
Sep 29, 26Deal closedSpire Investment Partners · $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
Moves · Sep 24Three Panhandle practices boomerang back to LPL
Features · Aug 28The balance sheet is the new recruiting weapon
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