In a June 2024 issue, Concurrent CEO, Nate Lenz, shares his thoughts on the biggest trends and challenges shaping the financial advising space. He discusses a move to further independence being a large trend he sees across the industry, the rise of technology providers providing superior solutions, lessening dependence on incumbents but never replacing the need for human expertise, and the massive talent shortage this industry is currently seeing — along with the opportunities that creates for the next generation.
Concurrent Adds 10 Advisors in Q4 on March to $15B AUM
by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
