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Concurrent invests in tomorrow with leadership hires

Concurrent invests in tomorrow with leadership hires
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Concurrent investment advisors

Retirement Industry People Moves

IRALOGIX names a new CEO; Concurrent selects a new director of retirement plan services; an employee benefits and executive compensation attorney joins Ballard Spahr; and more.

United statesHeather randolph carterJim smithScott carrollJosh forstaterDave bernardAndrew farrellMichael clarkRudy grodzenBallard spahrTim susoevChristian foxEllina shinnickRetirement solutionsBuilding the concurrent retirement departmentMarket team

RIA Roundup: Captrust Buys $1 1B Trutina in Pacific Northwest

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

United statesNorth carolinaColorado springsNew jerseySouth carolinaIan aquilarAndrew palmasanoTed suttonPaul stetzAlex arnoldRaymond jamesBrian williamsSean mortonDavid fisherCharles wannerJohn middleton

Raymond James Earnings Show Recruiting Slowdown

But CEO Paul Reilly said the firm is seeing a significant number of large practices in the pipeline.

Paul reillyRaymond jamesUmpqua bankClient groupExchange commissionRaymond james financialConcurrent investment advisorsColumbia wealth advisorsPrivate client group

Concurrent Adds Largest Team in Firm History

Lumature Wealth Partners has left Raymond James to go independent with the newly restructured Concurrent

Nate lenzRoss ramseyRaymond jameScott steeleKevin mcfarlandRaymond jamesRohit mahnaFidelity institutional wealth management serviceGoldman sachsConcurrent investment advisorsCorley watsonLumature wealth partnersUnited capitalFidelity institutional wealth managementMerchant investment management

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