Concourse Financial Group, a subsidiary of Birmingham, Alabama-based Protective Life Corp., named David Perry chief executive officer.
Perry succeeds Doyle Williams, who led Concourse as it launched in 2021. William has been named chief marketing officer for Concourse’s parent company, Protective Life.
Perry most recently served as Concourse’s chief operating officer. Earlier, as vice president of corporate strategy at Protective, he was involved in the consolidation of Protective’s distribution companies, which became Concourse. Perry has also served as director of the state of Alabama’s finance department and as chief of staff to the governor of Alabama.
Concourse has roughly $14 billion in assets under administration and more than 450 affiliated financial professionals.
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.
Wealth managers offer unique ideas for couples to grow closer emotionally and financially.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.