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 BBCNews: Inflation Fears Weigh On Wall Street
May 13, 2026 Inflation fears weigh on Wall Street Leah Bennett Chief Investment Strategist at Concurrent Asset Management in Dallas, Texas, says that a big
