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.
Concurrent Asset Management stakes Catherine Avery boutique
August 19, 2025 Concurrent Asset Management (CAM) has taken a minority stake in boutique value asset manager Catherine Avery Investment Management (CAIM). Concurrent Asset Management
