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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Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A

May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,

Leah Bennett on Reuters: Bond yield spike hits mortgages, small caps

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said thast Friday’s jump in benchmark Treasury yields particularly impacts

Leah Bennett on Reuters: Gold, real estate attractive as market rally likely wanes

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals

Leah Bennett on Reuters: Wall Street ends lower on mounting inflation worries

May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, contributes to segment.

Concurrent Recognized As Best Place To Work By InvestmentNews

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Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A

Leah Bennett on Reuters: Bond yield spike hits mortgages, small caps

Leah Bennett on Reuters: Gold, real estate attractive as market rally likely wanes

Leah Bennett on Reuters: Wall Street ends lower on mounting inflation worries