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Sunday, October 4, 2026The Morning Brief →Sign in
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Steven Podnos

In PWD coverage since October 1, 2026 · 3 stories
PWD coverage
M&A

HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove

Hightower Signature's third external acquisition of 2026 is expected to close at the end of the third quarter and would put the unit above $40 billion.
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
M&A · Oct 1HB Wealth buys $700 million Austin RIA Wealth Care, its seventh market
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