Our Managing Director, Joe McQuaid, was recently interviewed by Financial Planning about how advisors should think about vendor commitment in the rapidly evolving tech landscape. Long-term vendor commitments are becoming less common as firms seek shorter contracts to stay agile with advancing technologies like AI and machine learning. Joe agrees with other industry experts that advisors should stick to contracts of two years or less to avoid being locked into outdated technology or unexpected vendor changes. Despite this, some core technology relationships may still benefit from longer terms due to complex integrations, as noted by industry leaders.
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
