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.
Adjusted for Risk Podcast: Concurrent CEO on Nextgen Advisors, AI
by Ryan Nauman, Market Strategist, Zephyr August 10, 2026 Host Ryan Nauman interviews Concurrent CEO Nate Lenz on AI as productivity and entrepreneurship enabler, and
