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Concurrent invests in tomorrow with leadership hires
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to growth, next-gen talent, and succession.
Concurrent continues to hit growth goals with three new advisors
With the addition of recruits from Wells Fargo and Raymond James, the hybrid has topped its initial 2024 target of $17B in assets under advisement.
Compliance should be a conversation
Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
Merrill duo managing $300 million goes indie with Raymond James
Old Town Advisors in Albuquerque, New Mexico, is affiliating through OSJ Concurrent Advisors.
