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Edition No. 050
New York · London
Retirement Capital Daily
Independent Intelligence on Retirement Assets
Friday, October 2, 2026
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5
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In PWD coverage since September 28, 2026 · 3 stories
1
Deals on our tracker
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Sep 30, 26
Deal announced
KingsRock Advisors
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coverage
PWD coverage
Deals & PE
Concurrent buys Spire's 30-plus teams in first RIA platform deal
The asset purchase adds about $5.4 billion and lifts Concurrent to $28.6 billion, with no purchase price disclosed.
Deals & PE · Oct 1
Arax adds private capital markets services through KingsRock partnership
M&A · Sep 28
DeVoe: RIA deal count down 19% in Q3 through Sept. 22
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