ria

Cambridge

In PWD coverage since August 19, 2026 · 8 stories

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

move · Oct 1Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL

Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge

debt · Sep 1Debt case strengthens as equity's leverage fades

Data · Aug 20Acquisition announcements edge past advisor moves in 30 days

The Close · Aug 20Fidelity's rate hike turned custody into a financing war

Features · Aug 19Wealth's talent war moves to the C-suite

Cambridge

Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

The Morning Brief