Monday, October 8, 2018
Stratos is featured in an article on RIABiz by Oisin Breen. His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at StratosLou Camacho...
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Thursday, October 4, 2018
Congratulations to Rick Maloyan and Brent Teague for being named on the 2018 Financial Times 401 Top Retirement Advisors! The FT 401 represents an impressive cohort of elite advisors: the "average" advisor in this year's FT 401 has 20...
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Wednesday, September 26, 2018
Jeff is featured in an article on ThinkAdvisor.com Billion-dollar RIAs provide their advice on how to graduate from the startup stage.
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Sunday, September 16, 2018
Barron’s has announced that Stratos Wealth Partners has been included in their 2018 list of the country's Top 40 RIA Firms. This award recognizes elite firms across the country that demonstrate steady growth, both organic as well...
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Wednesday, September 12, 2018
Stratos is honored to be featured in a recent WealthManagement.com article. Click here to read the article.
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Wednesday, September 5, 2018
An article featured in Financial Planning Magazine by Tobias Salinger (Associate editor for Financial Planning). An LPL Financial hybrid RIA grabbed four teams with combined client assets of $1 billion and acquired another practice...
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Thursday, August 30, 2018
Stratos Wealth Network is continuing its rapid growth pattern with the addition of four firms with $1 billion in AUM to its platform, Stratos announced Thursday. The move is part of a plan to bring the firm to $20 billion in client...
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Tuesday, June 5, 2018
Developing Relationships The Register | May-June 2018 Register Profile Jeffrey Concepcion, RFC® Founder and CEO, Stratos Wealth Partners Jeffrey Concepcion, RFC®, Founder and CEO, launched Stratos Wealth Partners in November of...
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https://anchor.fm/fundamentum/embed/episodes/Episode-4-Strong-Fundamentals--But-e1dcev/a-a39e9f
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https://anchor.fm/fundamentum/embed/episodes/Fundamentum-Podcast-Episode-3-e183a1/a-a2ralp
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Adam Sarhan, Forbes Contributor_______________________________________________ One of the many traits successful investors share is their ability to filter out the noise and focus on the facts that actually matter. I can not stress how...
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https://anchor.fm/fundamentum/embed/episodes/Fundamentum-Podcast-Episode-2-e1453t/a-a2hbfi
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https://anchor.fm/fundamentum/embed/episodes/Fundamentum-Podcast-Episode-1-e1453o/a-a2hbfd
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Adam Sarhan, Forbes Contributor There’s a great debate on Wall Street regarding the stock market’s valuation right now. The market has soared since the historic 2009 low. Additionally, this is now the longest period in...
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Equities have continued to march higher early in 2018, following the strong finish to what was a terrific year in 2017. As of this writing (January 17th), the S&P 500’s 3.9% advance in the first 10 trading days is the ninth best...
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By any measure, 2017 was an exceptional year for investors. Virtually every major asset class advanced in 2017 and investors around the world were optimistic as a “global synchronized” economic rally has unfolded. U.S...
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Thursday, November 16, 2017
Some years ago, Mohamed El-Erian, then chief strategist at Pimco Asset Management, dubbed this now commonly used phrase to describe economic growth that is less than that of historical norms. This is not without controversy, as any...
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Friday, November 10, 2017
If you have teenagers, you are undoubtedly aware of this social media-driven phenomenon, (dare I say curse) that most teenagers have regarding “Fear of Missing Out.” It’s certainly a big reason most are glued to...
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