News, Comment & Analysis results for Concurrent
Concurrent Partners With New RIA Firm Proxima Wealth Partners
The Tampa-based firm, founded by former Raymond James executives, will use Concurrent's platform to
Turning A Collection Into A Legacy: How To Create And Fund A Private Operating Foundation
With all collectors of the finer things of life, the question will arise as to what happens to
Potomac Financial Group Shifts To Concurrent Platform
The wealth management firm – more than four decades' old – was previously affiliated with
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
While the influx of private equity money into the North American wealth management sector is a well
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, SolomonEdwards, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Doing Well Through Doing Good: Investing In Rare Disease Drugs
A panel examines what happens when people have what is called "patient capital" and how it can be
Fiduciary Family Office Eyes Acquiring Other Female-Led Firms
An organization based in Boca Raton, Florida, is female led and its CEO sees big potential in
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.