Concurrent restructures to recruit advisors from every channel
Concurrent has restructured as a hybrid RIA, allowing it to recruit advisors from across wealth management.
Source: investmentnews.com
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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.
Source: financial-planning.com