Casey Bates, our managing director of strategy and growth, wrote an article for Financial Advisor Magazine about the rapidly emerging market for financial wellness programs. For employers, these programs can help limit their employees’ financial stress, boosting morale and productivity. And for advisors, a financial wellness program can be an effective way to grow their business and reach new clients. Casey walks through the main opportunities and challenges in this space, which is expected to become a $40 billion market in the next decade.
Concurrent Adds 22 Teams and $5.1 Billion in Assets in 2025 – Firm Assets Reach $34 Billion
by Concurrent Investment Advisors February 3, 2026 Concurrent Bets on Entrepreneurship and Wins Big Tampa, FL — Concurrent Investment Advisors used 2025 to do more
