Our latest updates

October 18, 2023

Concurrent Marks One-Year Anniversary of its Transition to Hybrid, Multi-Custodial RIA Framework With Schwab Partnership and More Than $1B in New Assets

October 16, 2023

$700m Atlanta-area RIA joins Concurrent

October 16, 2023

Concurrent Adds Largest Team in Firm History

October 11, 2023

Lumature Wealth Partners Aligns With Concurrent

October 11, 2023

Helping Advisors Ride Wave Of Change Amid M&A, Breakaways

October 11, 2023

Three Proven Ways to Drive Organic Growth for RIAs

August 23, 2023

If you still want brokerage statements mailed, it’ll cost you

August 1, 2023

How we built an RIA in 60 days — and convinced our teams to join it

July 26, 2023

$17B branch Concurrent picks PKS after leaving Raymond James

July 24, 2023

When the ‘Indispensable’ Platform Becomes ‘Inescapable’

July 17, 2023

The Active Advisor Podcast with Nate Lenz

June 27, 2023

Welcome Allegiant Wealth Partners to Concurrent

June 21, 2023

Welcome Danielson Tate to Concurrent

June 14, 2023

Tampa firm launches RIA platform with multibillion-dollar potential after split from Raymond James

May 26, 2023

Concurrent restructures to recruit advisors from across wealth management

May 23, 2023

Concurrent Officially Launches RIA With Over $440 Million in New Assets

April 11, 2023

Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

March 22, 2023

Concurrent CEO Nate Lenz Named 40 Under 40 Winner

March 10, 2023

Concurrent Recognized As Best Places To Work 2023

September 27, 2022

Adviser Product Partnerships

September 27, 2022

After leaving Raymond James, Concurrent taps Fidelity as top choice for custody

September 27, 2022

Concurrent Advisors Chooses Fidelity Institutional As First Custodian

September 27, 2022

Florida-Based Firms Assess Impact of Hurricane Ian

September 27, 2022

Custody redux: Fidelity lands a RayJay breakaway

September 27, 2022

Florida Firms Brace for Hurricane Ian

September 27, 2022

$12.7B Concurrent Splits from Raymond James

September 27, 2022

Concurrent Launches $12.7B Hybrid RIA After Split With Raymond James

September 27, 2022

Concurrent Moving to Multi-Custodial Offering

September 27, 2022

LPL wins, Raymond James loses in billion-dollar branches' big moves

September 27, 2022

Concurrent to Leave Raymond James, Restructure as a $13B RIA