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Preston Cherry's RIA Concurrent adds wealth advisors

June 5, 2024

Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.

Green Bay United States University Of Wisconsin Ashley Agnew Eiman Osseilan Mark Evers

Source: financial-planning.com

The latest in financial #AdvisorTech — November 2023

November 14, 2023

The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."

Julie Littlechild Craig Iskowitz Kitces Research On Advisor Technology Ezra Group Morgan Stanley Consumer Financial Protection Bureau

Source: investmentnews.com

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Preston Cherry's RIA Concurrent adds wealth advisors

The latest in financial #AdvisorTech &#x2014; November 2023

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The latest in financial #AdvisorTech — November 2023