Barron’s: Casey Bates Weighs In On Career Changes

For a while now, Malcolm Ethridge, founder of Capital Area Planning Group, has followed a strict philosophy when it comes to hiring. “I exclusively look for career changers,” he says. “They have a different perspective from someone who’s been in the financial advisory professional field as long as I have.”

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Concurrent Adds $1.2bn RayJay Team

May 12, 2026 By: Ian Wenik Merchant Investment Management-backed Concurrent Investment Advisors has brought over an advisory team from Raymond James which it says previously