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.

As Markets Near Record Highs, Leah Bennett Highlights Long-Term Drivers of Growth
By Brian Evans, Alex Harring Traders work on the floor at the New York Stock Exchange in New York City, U.S., June 5, 2025. (Brendan McDermid