Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in two RIAs. Tampa-based Concurrent’s RIA ...

TAMPA, Fla., April 17, 2025--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC ("Concurrent"), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the ...

Recruiting deals and mergers and acquisitions are constantly roiling the wealth management industry. This week, the RIA Concurrent Investment Advisors had one of the biggest recruiting wins with a ...

Concurrent Investment Advisor, a multi-custodial, hybrid registered investment advisor, has added six new teams, boosting its assets under advisement in the first quarter to $10 billion, according to ...

A recent article in The 74 highlighting dual-enrollment outcomes for high school students touches on several themes that are of significant importance to educators and policymakers who seek to improve ...

An international student in F-1 status may be enrolled in two different SEVIS-approved schools as long as the combined enrollment at the two schools amounts to a full-time course of study. This is ...

United Capital is accusing Concurrent Investment Advisors of helping a former employee breach confidentiality agreements after she left United Capital following its acquisition by Creative Planning.