Our latest updates

March 13, 2024

How To Make Your Compliance Department A Strategic Partner

January 29, 2024

Bad tech is bad for advisors’ business

December 13, 2023

Welcome Price Financial Management to Concurrent

December 12, 2023

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest

December 5, 2023

Welcome Allegiant Wealth Partners to Concurrent

December 5, 2023

Welcome Danielson Tate to Concurrent

December 5, 2023

Welcome to Concurrent, Columbia Associates

December 5, 2023

Welcome Spectrum Wealth to Concurrent

October 27, 2023

Tampa’s Concurrent swipes $700M Raymond James team in largest recruitment since launch

August 1, 2023

How we built an RIA in 60 days — and convinced our teams to join it