Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor, added seven advisory teams to its RIA platform in the fourth quarter, boosting its total client assets under ...

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Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Eric's career includes extensive work in both public and corporate accounting with ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over ...