Concurrent Investment Advisors is sharpening its focus on the retirement planning space with its latest veteran appointment. On Thursday, the Florida-based hybrid RIA revealed it has hired David ...

With the help of powerful advances in technology, business leaders are unifying supply chain and finance teams across everything from daily operations to long-term strategic planning. Firms in various ...

Concurrent Financial Planning Managing Partner Eiman Osseilan and her husband, founder Preston Cherry, lead the Green Bay, Wisconsin-based registered investment advisory firm. "You have to have belief ...

A hybrid registered investment advisory firm that left Raymond James Financial Services last year in one of the channel's largest moves added a newly merged advisory practice from its prior brokerage.

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), reaches $9.7 billion in assets under ...

Concurrent planning might sound like a fancy luxury. But when you get hit with real world situations, connectivity matters. Here's what I learned from Trevor Miles of Kinaxis about supply chain ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. United Capital is accusing Concurrent Investment Advisors of helping a former employee ...

Concurrent planning was first developed in the USA to try to tackle the problems of young children spending long periods in care before permanent plans were made. Based on some of the USA experience, ...

TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), reaches $9.7 billion in assets under ...