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.
$425M Advisor Team Creates RIA, Join Concurrent After Leaving RJF
September 21, 2026 – FA Staff A team of financial advisors managing more than $425 million in assets has left Raymond James Financial Services to
