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Staying Up-To-Date in the Rapidly Evolving Tech Landscape With Concurrent’s Joe McQuaid

Our Managing Director, Joe McQuaid, was recently interviewed by Financial Planning about how advisors should think about vendor commitment in the rapidly evolving tech landscape. Long-term vendor commitments are becoming less common as firms seek shorter contracts to stay agile with advancing technologies like AI and machine learning. Joe agrees with other industry experts that advisors should stick to contracts of two years or less to avoid being locked into outdated technology or unexpected vendor changes. Despite this, some core technology relationships may still benefit from longer terms due to complex integrations, as noted by industry leaders.

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Building a Championship RIA with Nate Lenz

In Episode 083 of The Connected Advisor podcast, our Co-Founder and CEO, Nate Lenz, delved into the strategies behind building a championship Registered Investment Advisor (RIA) firm. Drawing

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