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Est. 2026The front page of wealth managementNew York

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WM Altruist Adds Donor-Advised Funds to PlatformIN Built on insurance experience to deliver on long-term promisesRB Schwab's Jon Beatty is one custody head offering a port in the storm after Fidelity unmoors its sub-$100M RIAs and Altruist's Jason Wenk , Apex's Bill Capuzzi and TradePMR's R. Scott Victoria are among othersIN Annuities for RIAs: Why fee-only advisors still hit a wallFP How an AM radio host dialed up her niche businessWM Cresset Aims for $13.1B Trust Business with National Advisors Trust DealIN Fidelity's $100M RIA custody minimum lands amid long-short SMA curbsIN Broker-dealers must lean on tech, brand as advisors weigh optionsWM LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetIN Looking for a passion asset? New investment platform touts stakes in classic cars

RIA

Concurrent

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2
Outlets covering
2
Moves
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Deals
2
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Concurrent: questions

What kind of firm is Concurrent?

Financial ADVSR covers Concurrent as a registered investment adviser (RIA), a firm that gives investment advice as a fiduciary. This page collects every Concurrent story from the wealth management press, updated throughout the day.

What is the latest news about Concurrent?

The most recent Concurrent headline in the industry press is “Concurrent eyes $3B to $10B RIA platforms after Spire buy” (InvestmentNews, October 2).

How much is Concurrent in the news?

2 stories from 2 outlets have mentioned Concurrent since October 1, including 2 about deals.

Has Concurrent been involved in recent deals?

The moves tracker has recorded 2 deals involving Concurrent in the last 90 days. The most recent: Concurrent eyes $3B to $10B RIA platforms after Spire buy (InvestmentNews, October 2).