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Thursday, October 1, 2026The Morning Brief →Sign in
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Nate Lenz

In PWD coverage since August 27, 2026 · 5 stories
PWD coverage
move

Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

Spire's advisors keep their own brands as independent contractors, and both advisors and employees become eligible for Concurrent equity after a year.
move · Sep 21A $425 million team prices independence against the employee channel
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
Moves · Sep 21The breakaway that left Raymond James now buys its teams
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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