Our latest updates

May 6th, 2025

Ascend 2025 Conference Recap: Connection, Collaboration, and Growth

April 28, 2025

Nate Lenz Discusses the Rise of Independent Firms Among Young Advisors

April 22, 2025

Concurrent Debuts WealthSelect, a Modern Solution for Investment Strategy

April 21, 2025

Joe Mooney Breaks Down Concurrent’s Q1 Growth and Vision for 2025

April 17, 2025

Six New Advisory Teams Join Concurrent in Q1, Bringing AUA to $10B+

March 26, 2025

David Montgomery on Building Dynamic Adviser-Recordkeeper Partnerships

March 25, 2025

Scaling with Strategy: How Bo Ellison is Redefining CFO Leadership

March 6, 2025

Building a Championship RIA with Nate Lenz

February 24, 2025

Expanding Options: Concurrent Announces Custody Deal with Goldman Sachs

February 13th, 2025

From Stage to Strategy: Ramin Abrams’ Artistic Path to Advising

January 16, 2025

Barron’s: Lenz Discusses His Top Business Goals for 2025

January 14, 2025

Balancing Today and Tomorrow: Ramin Abrams on the Aligned Money Show

January 14, 2025

Joe McQuaid Shares His Tech Choices for the Long Run

January 10, 2025

CityWireRIA: Concurrent adds two advisor teams totaling $364M

January 9, 2025

Wealth Solutions Report: Joe Mooney on How to Build a Platform That Advisors Love

December 19, 2024

David Montgomery to Lead Concurrent Retirement Division, Elevating Advisor Support

December 19, 2024

Concurrent Taps Industry Leader As Head of Retirement Division

December 6, 2024

Concurrent Named in Top RIAS to Work For

December 6, 2024

Concurrent Snags Six New Advisors, Adding $885M in AUM

December 5, 2024

Concurrent Brings In 6 New Advisors, Reaching $9.7 Billion In AUM

December 5, 2024

Concurrent Continues Growth Momentum With Addition of Six New Advisors

December 5, 2024

Concurrent Continues Growth Momentum With Addition of Six New Advisors

December 2, 2024

CEO, Nate Lenz, Discusses Concurrent’s Joint Investment Model

November 8, 2024

Concurrent VP Jeremy Massullo Featured on The COO Roundtable Podcast

October 22, 2024

Concurrent Introduces Bespoke Alternative Assets Platform For High-Net-Worth Clients

October 11, 2024

Concurrent Advisor Ramin Abrams Succeeds With Millennials and Gen Z

October 11, 2024

Concurrent CEO Nate Lenz Featured on RIA Edge Podcast

September 30, 2024

Concurrent Eyeing Sector-Specific Middle-Market Funds

September 30, 2024​

Concurrent Looks to Revive Hedge Fund Allocation

September 13, 2024

Dos and Don'ts of M&A Deals From Concurrent's Nate Lenz

September 4, 2024

How Advisors Choose Their Independence

September 4, 2024

Is Your RIA Unifying Compliance Integrity and Business Goals?