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Preston Cherry s RIA Concurrent adds wealth advisors

Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.

Green bayUnited statesUniversity of wisconsinAshley agnewEiman osseilanMark eversPhilip gibsonHornor townsend kentUniversity of north texasUniversity of north texas at dallasFinancial therapy associationExchange commissionCurrent financial therapy associationFinancial planning association journal ofCharles schwab centerShoreline hometown credit union

Tom Rieman on ensuring clients never have a meh experience

Tom Rieman on ensuring clients never have a meh experience
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Huntington beachUnited statesTom riemanJustinl mackWall streetFinancial planningFuture proof festivalFinancial planning wealthtech reporter justinFuture proofPractice intelFuture proof retreat

Preston Cherry and Tom Rieman break down the ideal advice experience

Preston Cherry and Tom Rieman break down the ideal advice experience
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesBrian portnoyAndrewj evansTom riemanPeter parkerBruce wayneKathy cottrellJustinl mackDonald rumsfeldNicholas gudzLarry shumbresJustin mackDade county economic development councilCharles schwab centerFinancial planning podcastPreston cherry

Before the ball drops on 2023: Advisors year-end list

Before the ball drops on 2023: Advisors year-end list
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United statesJason gerberNina lloydNicholas gertsemaRob schultzBrandon opreLaurie humphreyPeter salkinsBrett waltersCatherine valegaTom riemanEric amzalagShares corePeak financial planningIntegrated partnersOpus financial advisors

The latest in financial #AdvisorTech — November 2023

The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."

Julie littlechildCraig iskowitzKitces research on advisor technologyEzra groupMorgan stanleyConsumer financial protection bureauKitces advisortech researchFinancial advisortech solutionsPractice intelRelationship quality indexFinancial advisortech solutions mapAdvisortech directoryCustomer satisfaction scoreNet promotor scoreNexa insightsAbsolute engagement