Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Miracle Mile Advisors Opens Chicago Office
November 6, 20244 min
National RIA expands to Chicago, enhancing wealth management offerings in the Midwest
Melton Building Society selects Finastra to meet customer demands
July 4, 20235 min
With Finastra's Essence, Melton Building Society will automate core processes and unlock new avenues for business growth