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.

“Your Voice Is Valuable”: Black Advisors Give Advice On Making It As CFPs

By Christopher C. Williams ‘Your Voice Is Valuable’: Black Advisors Give Advice On Making It As CFPs February 27, 2026 • Christopher C. Williams As Black History

Concurrent Snags $300M Father-Daughter Team From Raymond James

by Diana Britton February 27, 2026 Concurrent Snags $300M Father-Daughter Team From Raymond James Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor, has

How Advisors Can Help Clients Sell Their Businesses While Improving Their Own Succession Plans

Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and that’s

Leah Bennett on CNBC: S&P 500 Closes Little Changed Tuesday as Decline in Software Shares Weigh on Index

February 17, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors.