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 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 ...
The Tampa, Florida-based RIA’s first full acquisition adds about $10 billion to its prior $14 billion in assets under advisement. Concurrent Investment Advisors LLC, an independent registered ...
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 ...
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