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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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Rachel Podnos O'Leary

In network coverage since October 1, 2026 · 4 stories
Network coverage
Features

Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Concurrent announced its first platform purchase and HB Wealth closed a Texas deal this week as the June 2027 deadline makes sub-scale firms sale candidates.
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Oct 2HB Wealth adds Podnos physician team, entering Texas as its seventh market
M&A · Oct 1HB Wealth buys $700 million Austin RIA Wealth Care, its seventh market
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