Concurrent Investment Advisors, the Tampa, Fla.-based OSJ-turned-RIA restructured by Nate Lenz, Scott Steele and Kevin McFarland late last year, has landed the largest partner firm in its six-year ...
After restructuring from an office of supervisory jurisdiction on the Raymond James platform to a multi-custodian, hybrid RIA model, Concurrent Investment Advisors has officially relaunched with five ...
Successful collaboration in legal document management requires a unified effort from multiple stakeholders, ranging from lawyers and paralegals to subject matter experts and business leaders. By ...
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