Saturday, October 3, 2026Sign inJoin free
FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

2 stories on the wire

“Concurrent”

Every headline in wealth management from 8 outlets, in the order it was published. Each one links to the outlet that reported it.

  1. Deals · InvestmentNews

    Concurrent eyes $3B to $10B RIA platforms after Spire buy

  2. Deals · WealthManagement.com

    Concurrent Makes First RIA Platform Acquisition With $5.4B Spire Investment Partners