Concurrent Recognized As Best Place To Work By InvestmentNews

Best Places to Work for Financial Advisors is a research-driven program from Best Companies Group that examines your company’s practices, programs and benefits and surveys your employees for their perspective. Companies that meet certain criteria are considered the Best Places to Work for Financial Advisors.

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“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.

Concurrent Recognized As Best Place To Work By InvestmentNews

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

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

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

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