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.
Leah Bennett on Reuters: Big Tech earnings ‘less influential’ amid broadening AI adoption
April 27, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said growing AI adoption across a breadth of industries, as
