Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals and real estate – amid what she sees as a stock market that may be “about to turn down”
Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals and real estate – amid what she sees as a stock market that may be “about to turn down”

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