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Concurrent restructures to recruit advisors from every channel

May 24, 2023

Concurrent has restructured as a hybrid RIA, allowing it to recruit advisors from across wealth management.

Source: investmentnews.com

September 28, 2022

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

Source: financial-planning.com