David Montgomery, managing director of retirement plan services at Concurrent Advisors. The hybrid RIA is going all in on the…
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Concurrent Hires David Montgomery from OneDigital to Head Retirement Plan Division
David Montgomery Concurrent Investment Advisors LLC, a hybrid registered investment adviser, has created a new role of managing director of…
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Captrust adds nearly $2B in assets in latest double-deal
The private equity-backed RIA aggregator has expanded its footprint with two new acquisitions in Minnesota and Virginia. Captrust Financial Advisors…
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Sustainable investors expect sector growth, but not from them
The vast majority of sustainable investors are optimistic about the future of the expansion of the practice, but only around…
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I’m invested elsewhere but want to start contributing to my 401(k) — what does ‘maxing it out’ mean?
Personal Finance Canva | Valerii Honcharuk and Kameleon007 from Getty Images Signature Published: December 19, 2024 11:33 am This post…
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How to plan your retirement with a SWP
In India, healthy life expectancy at birth improved by 4.02 years from 54.1 years in 2000 to 58.1 years in…
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How AI and robo advice impact retirement planning
Robo advice and artificial intelligence have become increasingly popular across the financial industry. So what role do they play in…
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Report Maps How Changes to Social Security Affect Decisions to Retire
Congress has shown interest in changing Social Security retirement and survivor policies to encourage older individuals to work longer Image:…
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Summit makes minority investment in Gordon Asset Management
The partnership will provide Gordon with access to Summit’s network. Credit: photofriday /Shutterstock. New Jersey-based investment advisory firm Summit Financial…
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Gen X Retirement Is in Trouble: Here’s What You Can Do
Gen X retirement could use some help. In a world awash with retirement planning advice, Gen Xers are the least…
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