May 20, 2026
By: WSR Newsroom
Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A
Plus Our Wealthtech and Deals & Recruiting Roundups, Universal Oversight, Concurrent’s Recruit….
Read article here: WealthSolutionsReport
May 20, 2026
By: WSR Newsroom
Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A
Read article here: WealthSolutionsReport
by Ryan Nauman, Market Strategist, Zephyr August 10, 2026 Host Ryan Nauman interviews Concurrent CEO Nate Lenz on AI as productivity and entrepreneurship enabler, and

August 12, 2026 By: Steve Garmhausen Is money the last taboo subject? A failure to talk about family money—what will become of it, and what’s
August 27, 2026 by: Leo Almazora Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.

July 8, 2026 Concurrent, a fast-growing multi-custodial, hybrid registered investment advisor, said it has brought Maryland-based Potomac Financial Group onto its platform after the latter