With the help of powerful advances in technology, business leaders are unifying supply chain and finance teams across everything from daily operations to long-term strategic planning. Firms in various ...
Concurrent planning might sound like a fancy luxury. But when you get hit with real world situations, connectivity matters. Here's what I learned from Trevor Miles of Kinaxis about supply chain ...
Concurrent Financial Planning Managing Partner Eiman Osseilan and her husband, founder Preston Cherry, lead the Green Bay, Wisconsin-based registered investment advisory firm. "You have to have belief ...
TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), reaches $9.7 billion in assets under ...
In one of the biggest recruiting moves of the year involving independent brokerages, Purshe Kaplan Sterling Investments picked up a giant branch that left Raymond James. Processing Content Tampa, ...
The strategic addition will enhance the firm’s support of retirement plan-focused advisors and sets the stage for future growth TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC ...
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