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 expected of heirs—is one of the most common behavioral mistakes financial advisors see among their clients. For this week’s Barron’s Advisor Big Q column, we asked wealth managers to share other big mistakes they see affluent client make.
Read the Full Article Here: Barrons
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 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
July 9, 2026 by: Andrew Cohen Concurrent Investment Advisors has recruited Potomac Financial Group, a $750 million practice from Raymond James that Concurrent CEO Nate
