Concurrent Investment Advisors Makes Its First Acquisition. It’s a $10 Billion Retirement Advisor.

Next Retirement is Concurrent’s first full acquisition since breaking away from Raymond James in 2023.

By David Wignall

Concurrent Investment Advisors has made its first full acquisition, and it is a sizable one.

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Read the full article on Barron’s.

Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A

May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,

Leah Bennett on Reuters: Bond yield spike hits mortgages, small caps

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said thast Friday’s jump in benchmark Treasury yields particularly impacts

Leah Bennett on Reuters: Gold, real estate attractive as market rally likely wanes

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals

Leah Bennett on Reuters: Wall Street ends lower on mounting inflation worries

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, contributes to segment.