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Top News In Concurrent Advisors Today - Breaking & Trending Today

Binah Capital takes PKS Investments parent public

Binah Capital takes PKS Investments parent public
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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

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. ....

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Nate Lenz: Why $7 Billion Concurrent Advisors Left Raymond James

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… ....

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LPL wins, Raymond James loses in PAG, Concurrent moves

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

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Concurrent Leaves Raymond James to Form Multi-Custodial Platform

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

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