Merrill Lynch, LPL, Raymond James, plus BNY’s new ETFs, Vanguard cutting expense ratios and FPA’s student summit
12.17.2021 // In the News
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Morgan Stanley Veteran Joins Merchant-Backed Raymond James OSJ
12.16.2021 // In the News
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How to Get the Most Bang From Your Stimulus Bucks
03.24.2021 // In the News
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Eddy Augsten Assesses Current Market Valuations
02.18.2021 // In the News
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7 teams with $1.1B go indie with Raymond James enterprise
12.11.2020 // In the News
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Concurrent Continues Explosive Growth with Eight New Advisor Teams
09.16.2020 // In the News
Concurrent, a partnership of elite independent advisors registere...
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How pro-athletes are managing money with COVID-19 jeopardizing the season
08.13.2020 // In the News

Many questions are being raised on whether or not athletes will be able to participate in a 2020 season due to COVID-19.

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“WHY” Takes Work
07.01.2020 // Blog
Empathy, Sincerity, Passion, Discipline, Drive. When asked to describe my first true mentor in the wake of his untimely passing, these were the words that immediately came to mind.
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Investment Outlook: 2020 Midyear Outlook
07.01.2020 // Investment Commentary

The first half of 2020 is best described as unprecedented. It should, by no means, be a surprise that the stock market had one of its best quarters ever following one of the worst.

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You're Not Worth As Much As You Think
03.31.2020 // Blog
As part of our advising on acquisitions, practice valuation is a core part of our offering and an area that consistently draws high interest from advisors.
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