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 ...

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 ...

Six financial advisors formerly managing hundreds of millions at various firms are moving to Concurrent Investment Advisors, pushing the RIA and custodian's asset total to nearly $10 billion.

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 ...

OTTAWA--(BUSINESS WIRE)--Kinaxis® Inc. (TSX:KXS), the authority in driving agility for fast, confident decision-making in an unpredictable world, today announced it has been named a Leader in the 2023 ...

Concurrent Financial Planning announces the expansion of its team with the addition of three wealth advisors with Ph.D.s in financial planning. Concurrent Financial Planning has added a managing ...

Ten years since it arrived in the UK, concurrent planning is making progress as a means of fostering and adoption. Helen Mooney reports We have overcome our sceptics in the fact that we are still here ...

Another month, another tariff or trade announcement, another supply chain disruption. Companies today compete in a volatile, fast-moving environment — but their supply chains don’t always match the ...

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