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Advisor moves decline 16 6% over first half

Advisor moves were down 16.6% over the first half, marking the lowest level seen in the data, which go back to 2009.

United statesMichael cirinoEdward jonesScott bishopAlexander harrisonCommonwealth financial networkSecurian financial servicesMerrill lynchWells fargo clearing servicesFidelity brokerage servicesAvidian wealth solutionsNorthwestern mutual investment servicesCetera financial groupLincoln financial groupGreat recessionInvestmentnews advisors

RIA Roundup: Concurrent Launches New Hybrid Platform

Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves.

United statesWest berlinSouth carolinaSan diegoJohn keene jrMa vamsi yadlapatiDavid pierceJames arnoldLos angelesNate lenzRick kentMike durbinRick damicoMike mccannCarol hoffmanAlex reid

Concurrent restructures to recruit advisors from every channel

Concurrent has restructured as a hybrid RIA, allowing it to recruit advisors from across wealth management.

United statesRaymond jamesNate lenzCarson groupConcurrent investment advisorsFlorida based concurrent

Practifi Selected As Performance Optimization Platform by Concurrent Advisors

/PRNewswire/ Practifi, a performance optimization platform for the wealth management industry, is partnering with Concurrent Investment Advisors, LLC.

United statesNew south walesNate lenzTom westhoffPrnewswire practifiAdrian johnstoneInvestment advisorsMission of empowering advisorWill strengthen concurrentEmpowering advisorConcurrent investment advisorsConcurrent co founderVice presidentGlobal sales

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