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Preston Cherry's RIA Concurrent adds wealth advisors

Published: 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.

Source: financial-planning.com

Related Topics:

Green BayUnited StatesUniversity Of WisconsinAshley AgnewEiman OsseilanMark EversPhilip GibsonHornor Townsend KentUniversity Of North TexasUniversity Of North Texas At DallasFinancial Therapy AssociationExchange CommissionCurrent Financial Therapy AssociationFinancial Planning Association Journal OfCharles Schwab CenterShoreline Hometown Credit UnionAjamu LovingFinancial PlanningPreston CherryManaging Partner Eiman OsseilanHometown Credit UnionTherapy AssociationPersonal Financial PlanningNorth TexasHornor Townsend

The latest in financial #AdvisorTech — November 2023

Published: 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."

Source: investmentnews.com

Related Topics:

Julie LittlechildCraig IskowitzKitces Research On Advisor TechnologyEzra GroupMorgan StanleyConsumer Financial Protection BureauKitces Advisortech ResearchFinancial Advisortech SolutionsPractice IntelRelationship Quality IndexFinancial Advisortech Solutions MapAdvisortech DirectoryCustomer Satisfaction ScoreNet Promotor ScoreNexa InsightsAbsolute EngagementBenchmarking StudyKitces ResearchAdvisor TechnologySmart AssetNews Benchmarking StudyFarther FinanceGoldman Sachs Personal Financial ManagementUnited CapitalFinancial Dashboard