News, Comment & Analysis results for Concurrent
Preview: UHNW Institute 2025 Symposium – The Firm of the Future – The Toolkit in Action
The UHNW Institute has developed – and continues to develop – new ways to think about and
Georgia-Based Wealth Manager Changes Affiliations
The firm oversees more than $1.3 billion in client money.
Summary Of Wealth Management Appointments In North America – March 2025
Moves, appointments, personnel changes and other adjustments during March.
Who's Moving Where In Wealth Management? – Dynasty Financial Partners
The latest senior moves, appointments and personnel changes in the North American wealth management
How Advisors Choose Their Independence
In this brief commentary, the author points out the kind of questions that advisors should ask a
Summary Of North American Wealth Management Moves – April 2024
A summary of moves, appointments and personnel changes in the North American wealth management
Navigating Complex Estate Settlement Terrain
A great deal of emotional stresses and demands arise on the death of a relative, and there are many
Wealth Managers React To Slower US Inflation Data
After US inflation slowed down in April, wealth managers discuss the impact and the timing of a
Estate Planning Strategies For Art Collectors In Volatile Market
How the world of fine art collections and estate planning intersect is a topic that private client
Who's Moving Where In Wealth Management? – TIFIN, Concurrent
The latest senior moves, appointments and changes to senior roles in wealth management across North