We believe in keeping our clients abreast of the latest news – of the markets, our team and Raymond James – and provide the perspective to help them maintain steady growth and reach greater heights. Here, you’ll find press releases from Concurrent Advisors and industry accolades and recognition the team has received.

Merrill veteran Produces Go Indie with LPL and Raymond James Affiliate

Merrill duo managing $300 million goes indie with Raymond James

As Tax Season Ends, Take Time to Tidy Your Finances. Here Are 4 Considerations.

7 teams with $1.1B go indie with Raymond James enterprise

Morgan Stanley Veteran Joins Merchant-Backed Raymond James OSJ

Merrill Lynch, LPL, Raymond James, plus BNY’s new ETFs, Vanguard cutting expense ratios and FPA’s student summit

Eddy Augsten Assesses Current Market Valuations

How to Get the Most Bang From Your Stimulus Bucks

Anthony Paul on Nasdaq #TradeTalks​ discusses three key situations to assess when it comes to your post-COVID financial picture. #FinancialLiteracyMonth

Nasdaq #tradetalks - Concurrent Managing Director Eddy Augsten talks election risk and opportunities

Concurrent Continues Explosive Growth

Anthony Paul, Regional Partner at Concurrent, discusses how's he's advising his pro-athlete clients and their top concerns

Concurrent Advisors Recruits Nearly $1 Billion in Assets Q1

Concurrent Continues Dynamic First Quarter Growth Trajectory