News, Comment & Analysis results for Concurrent Investment Advisors
Potomac Financial Group Shifts To Concurrent Platform
The wealth management firm – more than four decades' old – was previously affiliated with
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.
Georgia-Based Wealth Manager Changes Affiliations
The firm oversees more than $1.3 billion in client money.