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 ...

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 ...

In one of the biggest recruiting moves of the year involving independent brokerages, Purshe Kaplan Sterling Investments picked up a giant branch that left Raymond James. Processing Content Tampa, ...

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 ...