Concurrent CEO and Co-Founder, Nate Lenz, shared valuable insights at the WealthManagement Edge conference, offering practical guidance for firms reassessing their tech stacks. From leveraging existing FinTech tools to prioritizing data cleanliness and integration, Nate’s advice is essential for any wealth management firm looking to enhance their operations. Watch the full video here for more.
Leah Bennett on Reuters: Walmart Results Show Split Consumer As Digital Sales Grow
February 19, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers,
