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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Proxima Wealth Partners

In PWD coverage since August 27, 2026 · 5 stories
PWD coverage
Moves

Concurrent's Raymond James alumni pipeline lands a fourth team

Winstone is at least the fourth Raymond James-linked team to land on Concurrent's platform this year, and the alumni network is the sales channel.
RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor
Features · Aug 28The balance sheet is the new recruiting weapon
The Close · Aug 27The next recruiting grid is the advisor's screen
Moves · Aug 27Concurrent turns breakaway recruiting into an equity play
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