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.

Why David Montgomery Says Managed 401(k)s Can Help Investors Stay the Course
By Donna Fuscaldo Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs. target-date