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.

Why David Montgomery Says Managed 401(k)s Can Help Investors Stay the Course
By Donna Fuscaldo Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs. target-date