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 Honored as RIA Firm of the Year Excellence Awardee by InvestmentNews
As we kick off Q3, we’re proud to share that InvestmentNews has named Concurrent Investment Advisors an Excellence Awardee in the RIA Firm of the