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 ...

Concurrent Investment Advisors LLC, a hybrid registered investment adviser, has created a new role of managing director of Retirement Plan Services to be filled by former OneDigital director David ...

Concurrent Financial Planning announces the expansion of its team with the addition of three wealth advisors with Ph.D.s in financial planning. Concurrent Financial Planning has added a managing ...

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, ...