Explore concurrent insurance, where multiple policies cover the same risk simultaneously. Learn how it works, its advantages, ...

Concurrent crossed a major asset milestone in the first quarter of 2025, adding six advisory teams across all wealth channels as it expanded its national footprint. In a statement published on ...

Last September, Tampa-based Concurrent announced it would restructure as a multi-custodial, hybrid RIA to create more flexibility and give advisor affiliates access to a broader range of investment ...