by Concurrent Investment Advisors February 3, 2026 Concurrent Bets on Entrepreneurship and Wins Big Tampa, FL — Concurrent Investment Advisors used 2025 to do more
From classic strategies like tax-loss harvesting to new tax-advantages funds, financial advisors are emphasizing ways to boost after tax-returns. By Steve Garmhausen Index funds and
by Liz Lenz, Managing Director, Concurrent Investment Advisors January 8, 2026 The One-Time Sale Myth: Rethinking Succession Planning Advisors spend their careers helping clients prepare
The investment will spur the continued evolution of Capital Ideas and Bearing Financial Advisors supporting long-term growth, succession planning, and enhanced client experience. TAMPA, Fla.–(BUSINESS
by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
Dec 10, 2025 The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to
