Overview: The demand for programming skills in 2026 centres around versatility, performance, and scalability as companies ramp up AI, cloud, and web services.La ...
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.
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. United Capital is accusing Concurrent Investment Advisors of helping a former employee ...
The MarketWatch News Department was not involved in the creation of this content. $1.3 Billion Georgia firm joins the RIA platform, tapping Goldman Sachs Custody Solutions, in bid to broaden and ...
$1.3 Billion Georgia firm joins the RIA platform, tapping Goldman Sachs Custody Solutions, in bid to broaden and deepen its ability to serve clients Keaton & Sams Wealth Management has entered into a ...
Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, acquired the first firm on its platform this week. However, CEO Nate Lenz said the deal is not a ...
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Add us as a preferred source on Google The day is finally upon us. The gates are open. The silk ...
Florida-based hybrid RIA Concurrent Investment Advisors has launched RIA Capital Partners to take minority stakes in RIAs, targeting firms in the $200 million to $500 million AUM range. RIA Capital ...