Concurrent Advisors News Today

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

At age 34, Nate Lenz already seems to have fit a full career into a little more than a decade. He has led a succession-planning and acquisitions team at…

Separate announcements by Concurrent Advisors and Private Advisor Group display why flexibility for financial advisors is valuable to growing RIAs.

The hybrid RIA and OSJ is leaving the Raymond James platform for greater flexibility and access to more resources, Concurrent says.

Done keeping score, Merrill Lynch trio breaks away to launch independent Albuquerque advisory firm with Concurrent and Raymond James.

A former Wells Fargo team managing $630 million in client assets has created their own independent practice, Vision Wealth Advisors.

Concurrent Advisors appears on track to repeat rapid 2021 growth.

Concurrent Advisors appears on track to repeat rapid 2021 growth.

A small subset of OSJs is going beyond leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.

Anthony David is just one of hundreds of advisers for whom the pandemic provided a final push to go independent.