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The Definitive Daily Read on Exchange-Traded Funds
Sunday, October 4, 2026The Morning Brief →Sign in
UJB75.08▼ 0.60%SETH30.22▲ 2.68%EFAS15.43▲ 1.71%TYLG32.50▲ 1.30%JDOC61.24▲ 0.50%EAOK27.87▼ 0.89%IDAT36.73▼ 0.52%ITDG31.47▲ 1.60%UGE18.12▼ 1.33%IVRS32.59▼ 0.32%SIMS42.29▼ 1.27%UCC41.52▼ 0.47%AGRH26.21▲ 0.02%ESMV30.89▼ 0.30%RYLG25.87▲ 2.16%BLKC30.91▲ 4.26%XPP19.41▼ 0.73%RAYS9.88▲ 3.46%EAOM28.67▲ 0.04%IBRN33.52▼ 1.71%IWTR34.11▲ 0.05%SIJ18.52▲ 1.43%SCC15.69▼ 0.10%LTL24.59▼ 1.98%SKYU54.17▼ 0.86%FXP20.96▼ 3.59%ITDI31.47ITDH31.47
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David Blisk

In PWD coverage since October 1, 2026 · 4 stories
PWD coverage
M&A

Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase

Concurrent reports $28.6 billion in AUM pro forma for the announced $5.4 billion Spire platform, up from $16.8 billion at the start of the year.
M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target
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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