Concurrent Investment Advisors is sharpening its focus on the retirement planning space with its latest veteran appointment. On Thursday, the Florida-based hybrid RIA revealed it has hired David ...

With the help of powerful advances in technology, business leaders are unifying supply chain and finance teams across everything from daily operations to long-term strategic planning. Firms in various ...

Some suppliers of supply chain planning (SCP) software are experiencing robust growth despite the global pandemic. Solvoyo expects to grow by 15% this year. Kinaxis, a public company, reports that ...

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 ...

Concurrent planning might sound like a fancy luxury. But when you get hit with real world situations, connectivity matters. Here's what I learned from Trevor Miles of Kinaxis about supply chain ...

Facing added pressure to its demand planning and operations from significant growth, BRITA SE turned to Kinaxis to improve end-to-end transparency across its entire supply chain. DC Velocity Staff ...

The strategic addition will enhance the firm’s support of retirement plan-focused advisors and sets the stage for future growth TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC ...

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, ...