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.
AI is no replacement for trusted financial advisors, but it can meaningfully enhance their capabilities as well as the systems they rely on.
Prudential's Jordan Toma is no "Finfluencer," but he is a registered financial advisor with four million social media followers and a message of overcoming personal struggles that's reached kids in 150 school across the US.
GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.
The Texas-based former advisor reportedly bilked clients out of millions of dollars, keeping them in the dark with doctored statements and a fake email domain.
The $3.3 trillion tax and spending cut package narrowly got through the upper house, with JD Vance casting the deciding vote to overrule three GOP holdouts.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
