RIA Roundup: After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James
Concurrent Investment Advisors hit growth goals in its first year as a newly structured hybrid RIA and started 2024 with a couple of new additions,
Concurrent Investment Advisors hit growth goals in its first year as a newly structured hybrid RIA and started 2024 with a couple of new additions,
Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), continues to meet its growth projections, attracting three new advisors to its platform
In highly regulated industries like wealth management, the compliance department is often viewed as a barrier by many professionals. The nature of compliance – which
Let’s be honest – when most advisors hear the word “compliance,” they think of the word “no.” We know, intellectually, that compliance professionals are protecting
With everyday tasks so reliant on technology, advisors were recently asked about how their firms handle technology. As it turns out, if advisors are using
We’re thrilled to welcome Price Financial Management to the Concurrent platform and look forward to working with them to provide personalized client service. Price Financial
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.
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