Live Breaking News & Updates on Concurrent Investment Advisors

Stay updated with breaking news from Concurrent investment advisors. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

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 States , Michael Cirino , Edward Jones , Scott Bishop , Alexander Harrison , Commonwealth Financial Network , Securian Financial Services , Merrill Lynch , Wells Fargo Clearing Services , Fidelity Brokerage Services , Avidian Wealth Solutions , Northwestern Mutual Investment Services , Cetera Financial Group , Lincoln Financial Group , Great Recession , Investmentnews Advisors , Concurrent Investment Advisors , Cetera Financial , Florida Based Aegis Consulting , Lincoln Financial , Houston Based Avidian Wealth Solutions , Presidio Wealth Partners ,

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 States , West Berlin , South Carolina , San Diego , John Keene Jr , Ma Vamsi Yadlapati , David Pierce , James Arnold , Los Angeles , Nate Lenz , Rick Kent , Mike Durbin , Rick Damico , Mike Mccann , Carol Hoffman , Alex Reid , Patrick Goshtigian , Alexander Harrison , Ryan Parker , Matt Cayce , Christopher Pullaro , Michael Cirino , Dave Mirolli , Raymond James , Daniel Bryant , Wealth Partners Capital Group ,

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 States , Raymond James , Nate Lenz , Carson Group , Concurrent Investment Advisors , Florida 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 States , New South Wales , Nate Lenz , Tom Westhoff , Prnewswire Practifi , Adrian Johnstone , Investment Advisors , Mission Of Empowering Advisor , Will Strengthen Concurrent , Empowering Advisor , Concurrent Investment Advisors , Concurrent Co Founder , Vice President , Global Sales ,