A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailyYou’re reading this editionWealth Advisor Daily
Secondaries Daily
The Daily Read on the Secondary Market
Sunday, October 4, 2026The Morning Brief →Sign in
person

Lauren Podnos-Garner

In PWD coverage since October 1, 2026 · 4 stories
PWD 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
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Secondaries Daily, in your inbox every weekday. Free.