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Nasdaq TradeTalks Newsletter: How Concurrent is Navigating the Wealth Management Industry

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.

Read the full interview here.

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How Advisors Choose Their Independence

Joe Mooney, managing director, advisor engagement and enterprise development at Concurrent, talks about the ways that advisors seek to achieve independence in their chosen profession. The editors

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

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