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 is sharpening its focus on the retirement planning space with its latest veteran appointment. On Thursday, the Florida-based hybrid RIA revealed it has hired David ...

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, ...

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 ...

Cardinal Health is set to increase medical product visibility and supply chain agility via a collaboration with Kinaxis' RapidResponse platform. Kinaxis said it expects to enhance Cardinal Health's ...