Concurrent Acquires WealthEngage to Bolster Long-Term Growth Strategy for Independent Advisors.
MANews-(C)2009-2020
California-based Concurrent, a partnership of independent advisors affiliated with Raymond James Financial Services, Inc., has acquired Miami-based WealthEngage team, an advisory practice for newly independent advisors to accelerate business growth, the company said.
Terms of the transaction were not disclosed.
Concurrent is an advisor-owned partnership of elite independent advisors affiliated with Raymond James Financial Services, Inc., member FINRA/SIPC, who work together to realise a common vision of creating a superior client...
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