Our latest updates

April 2, 2024

Are 401(k)s the ultimate retirement plan?

March 27, 2024

Deals & Recruiting Roundup: Concurrent, Caprock, Focus, Integrated And More

March 20, 2024

T7 Legacy Joins Concurrent

March 20, 2024

Sean O’Neill Joins Legacy Private Wealth Partners

March 20, 2024

Ramin Abrams joins ConcurrentAdvisors

March 18, 2024

RIA Roundup: After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James

March 14, 2024

Concurrent Continues to Hit Growth Projections, Adds Three New Advisors at the start of 2024

March 13, 2024

How To Make Your Compliance Department A Strategic Partner

January 29, 2024

Bad tech is bad for advisors’ business

December 13, 2023

Welcome Price Financial Management to Concurrent

December 12, 2023

RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest

December 5, 2023

Welcome Allegiant Wealth Partners to Concurrent

December 5, 2023

Welcome Danielson Tate to Concurrent

December 5, 2023

Welcome to Concurrent, Columbia Associates

December 5, 2023

Welcome Spectrum Wealth to Concurrent

October 27, 2023

Tampa’s Concurrent swipes $700M Raymond James team in largest recruitment since launch