TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), invested heavily in its long-term sustainability with the appointment of four
The wealth management industry is facing a significant challenge: succession planning. With a large portion of advisors set to retire in the next decade, firms
In the wealth management business, if you ask leaders to name their biggest business problem, you’ll likely hear the same answer: Recruiting talent. In this
David McBee, Managing Partner at Wealth Partners Alliance, was featured in InvestmentNews’ article, “Clients are leaving advisors for better advice (and relationships).” In the competitive
David McBee, Managing Partner at Wealth Partners Alliance, was featured in InvestmentNews’ article, “Are 401(k)s the ultimate retirement plan?” In the article, David underscored the
This edition of the Deals & Recruiting Roundup features our newest Recruiter Of The Month. We speak with Nate Lenz, CEO and Co-Founder of Concurrent
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.
These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0
