Concurrent Investment Advisors Makes Its First Acquisition. It’s a $10 Billion Retirement Advisor.

Next Retirement is Concurrent’s first full acquisition since breaking away from Raymond James in 2023.

By David Wignall

Concurrent Investment Advisors has made its first full acquisition, and it is a sizable one.

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Concurrent Named One of America’s Top Financial Advisory Firms 2026 by Newsweek

By Jennifer H. Cunningham, Editor-in-Chief, Newsweek Financial advisers can help you manage your money, plan for retirement and create short- and long-term goals to keep

What’s Next for Private Credit? Alts Gatekeepers Talk Real Estate Debt and Asset-Backed Credit

At Thursday’s Private Assets retreat in Fort Lauderdale on Thursday, Alts experts weighed in on the future of private credit. By Eva Thomas As cash

Concurrent’s Nate Lenz on Soaring RIA Valuations and the Benefits of Selling a Minority Stake

The 36-year-old founder of one of the fastest growing hybrid RIAs talks about how founders can start to cash out of their business while helping

For RIAs, minority M&A deals bring liquidity, autonomy — to a point

by Tobias Salinger The lava-hot wealth management M&A market is spilling into new currents of minority stake deals, with that infusion opening up other scorching