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.
Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A
May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,
