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 Closes Strategic Partnership With Two Texas Firms
The investment will spur the continued evolution of Capital Ideas and Bearing Financial Advisors supporting long-term growth, succession planning, and enhanced client experience. TAMPA, Fla.–(BUSINESS
