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

Leah Bennett on Reuters: Walmart Results Show Split Consumer As Digital Sales Grow

February 19, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers,

Leah Bennett on Reuters: Sectors Up Close: Biotech Investments During Covid “Paying Off”

February 16, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors The healthcare sector has outpaced the S&P 500 so far

Leah Bennett on Reuters: Wall Street ends down as private equity stock sink

February 19, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, discusses Wall Street ending down as private equity stock sink.

5 Questions to Consider Before Going Independent

by: Joe Mooney February 4, 2026 5 Questions to Consider Before Going Independent Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily