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.

…

Read the full article on Barron’s.

Share

More Posts

LIVE WEBCAST: From Change to Choice: Your Strategic Assessment for Independence

Wednesday, October 29, 2025 | 4:00 PM Eastern Daylight Time How do you build a stable, independent practice? Brett Hina, Managing Partner at Cornerstone Private

Sectors Up Close: Has AI set the bar too high for Big Tech? Feat. Leah Bennett

https://youtu.be/aMdEAdiQ7H4?si=ci_wVEyBnldcPevm Big Tech has a track record of smashing Wall Street estimates, but questions are mounting over when massive AI investments will start to pay

How Advisors Can Avoid Compromising Business Value During Succession

Concurrent’s Managing Director of Practice Synergies & Enterprise Consulting Explains How Owner Advisors and Rising Leaders Should Think About and Plan for Succession By Jeff

Don’t Mistake Activity for Achievement with Nate Lenz: The Don’t Do That Podcast

“Scale isn’t optional anymore – it’s the engine for advisor success.” Our CEO & Co-Founder, Nate Lenz, joined Kelly Waltrich on the Don’t Do That