Concurrent Snares $1.3B Team From Raymond James

Published on October 23, 2025

Former Raymond James team Keaton and Sams is joining Concurrent’s 1099 affiliate model, pushing the channel’s AUM over $15 billion.

Continue reading on website
Other news

How Steward Is Managing Growth Through M&A, Closing Its 1099 Model

October 23, 2025
Steward Partners executives Scott Danner and Greg Banasz said current 1099 advisors can remain in those roles, and the firm hopes to reach $100 billion in assets within several years.

Goodbye Mobile Assistant

October 23, 2025
Artificial intelligence-driven advisor technology provider Jump acquired the Mobile Assistant transcription service, a move we are sure to see more of among the overabundant, less popular AI notetakers.