Leah Bennett, chief investment strategist at Concurrent Investment Advisors, says holiday sales should hold up despite softer expectations, noting that sluggish payroll growth is weighing slightly on the lower-end consumer but overall spending looks steady heading into Black Friday.
Concurrent Adds 10 Advisors in Q4 on March to $15B AUM
by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
