Concurrent Asset Management unveils WealthSelect, a new advisor-oriented investment platform that offers modular portfolio construction tools (WealthBlox), a dedicated investment consulting team (WealthCIO), and integrated technology. Aiming to empower advisors with both flexibility and institutional-level support, the rollout features Leah Bennett as Chief Investment Strategist. (Business Wire)
Concurrent Asset Management Launches WealthSelect
April 22, 2025