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 ...

OTTAWA, Ontario--(BUSINESS WIRE)--Kinaxis® Inc. (TSX:KXS), the authority in driving agility for fast, confident decision-making in an unpredictable world, today announced a partnership with Google ...

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 ...

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, ...