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.

For RIAs, minority M&A deals bring liquidity, autonomy — to a point

by Tobias Salinger The lava-hot wealth management M&A market is spilling into new currents of minority stake deals, with that infusion opening up other scorching

AI Isn’t the Only Investing Game in Town. 5 Under-the-Radar Ideas From Money Pros.

From emerging markets to an underloved corner of private equity, there are plenty of promising investments that aren’t AI. By Steve Garmhausen Judging from today’s

Nasdaq closes lower, capping its worst week since April

By Sean Conlon and Pia Singh The Nasdaq Composite closed lower Friday, pressured by more losses in artificial intelligence stocks, to post a losing week

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