Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1
Concurrent Advisors appears on track to repeat rapid 2021 growth.
Source: wealthmanagement.com
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Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1
Concurrent Advisors appears on track to repeat rapid 2021 growth.
Source: wealthmanagement.com
$275 Million Calif. Advisor Joins Raymond James From Edward Jones
A California advisor with about $275 million in managed assets is moving to Raymond James, the firm's latest addition in the past several weeks.
Source: wealthmanagement.com
US in the news: Hub International bolsters private client arm
A round-up of people moves and M&A deals across North America
Source: international-adviser.com