Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers, but also underscore strong digital growth and improving margins tied to AI initiatives.
$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
