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.
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.
Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand

July 1, 2026 Wealth management is quickly becoming a team sport, with more than half of financial advisors now working on teams, according to research

The platform added $3.4 billion in AUM and expanded home office staff by 28% as advisor entrepreneurs continue seeking scale without sacrificing independence TAMPA, Fla.–(BUSINESS
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E4 | Guest: Eddy Augsten, President, Concurrent Asset Management Chuck’s recording LIVE at The CAIS Summit