In a June 2024 issue, Concurrent CEO, Nate Lenz, shares his thoughts on the biggest trends and challenges shaping the financial advising space. He discusses a move to further independence being a large trend he sees across the industry, the rise of technology providers providing superior solutions, lessening dependence on incumbents but never replacing the need for human expertise, and the massive talent shortage this industry is currently seeing — along with the opportunities that creates for the next generation.
For RIAs, minority M&A deals bring liquidity, autonomy — to a point
by Tobias Salinger The lava-hot wealth management M&A market is spilling into new currents of minority stake deals, with that infusion opening up other scorching
