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.
Fidelity’s $100 Million Custody Minimum: What Independent RIAs Should Consider Next
As custody requirements evolve, independent RIA owners face important decisions about maintaining control, preserving client relationships, and positioning their businesses for the future. The independent
