Concurrent Shifts Into 'Growth Mode' with Four Industry Hires
Concurrent has tapped leaders from Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group to support strategic growth.
Source: wealthmanagement.com
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Maverick Wealth Advisors launches with an eye on innovation and a focus on customer experience
Sean Morton, Mike Morton, and Andrew Palmasano are excited to announce the launch of Maverick Wealth Advisors at 618 Macon Ave. in Cañon City. For the last 20 years, the team has been in collaboration with Raymond James Financial Services and has recently decided to embark on a new venture by joining forces with Concurrent […]
Source: canoncitydailyrecord.com
Concurrent Adds Schwab as Second Custodian
A year after announcing it would leave Raymond James and restructure to a hybrid, multi-custodial RIA, Concurrent adds Schwab as a custodian.
Source: wealthmanagement.com
Fidelity Unveils Independence Hub to Help Advisors Go On Their Own
New Fidelity Independence Hub offers information and tools for advisors thinking about striking out on their own.
Source: wealthmanagement.com
Concurrent Adds Largest Team in Firm History
Lumature Wealth Partners has left Raymond James to go independent with the newly restructured Concurrent
Source: wealthmanagement.com