How Concerned Should Advisors Be About Social Security Cuts? Very.

Published on December 10, 2025

It's not too early to discuss what a depleted trust fund in 2033 would mean for clients.

       
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FINRA Warns Against Careless 'Mid-Segment' RILA Withdrawals

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Advisors who recommend taking cash out early must think about the current value, according to a new oversight report.

Concurrent Adds 10 Advisors in Q4 on March to $15B AUM

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Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for independent platform model.