Resources & News - Concurrent

“Your Voice Is Valuable”: Black Advisors Give Advice On Making It As CFPs

By Christopher C. Williams ‘Your Voice Is Valuable’: Black Advisors Give Advice On Making It As CFPs February 27, 2026 • Christopher C. Williams As Black History

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Concurrent Snags $300M Father-Daughter Team From Raymond James

by Diana Britton February 27, 2026 Concurrent Snags $300M Father-Daughter Team From Raymond James Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor, has

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How Advisors Can Help Clients Sell Their Businesses While Improving Their Own Succession Plans

Spring is not only a good time to sell a home, but a business as well. Nevertheless, a sale takes years of planning and that’s

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Leah Bennett on CNBC: S&P 500 Closes Little Changed Tuesday as Decline in Software Shares Weigh on Index

February 17, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors.

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Leah Bennett on Reuters: Walmart Results Show Split Consumer As Digital Sales Grow

February 19, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers,

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Leah Bennett on Reuters: Sectors Up Close: Biotech Investments During Covid “Paying Off”

February 16, 2026 Watch Video Here Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors The healthcare sector has outpaced the S&P 500 so far

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Our latest updates

February 27, 2026

Concurrent Snags $300M Father-Daughter Team From Raymond James

February 27, 202

'Your Voice Is Valuable': Black Advisors Give Advice On Making It As CFPs

February 26, 2026

How Advisors Can Help Clients Sell Their Businesses While Improving Their Own Succession Plans

February 17, 2026

S&P 500 Closes Little Changed Tuesday

February 19, 2026

Wall Street ends down as private equity stocks sink

February 19, 2026

Walmart results show split consumer as digital sales grow

February 16, 2026

Sectors Up Close: biotech investments during covid "paying off"

February 3, 2026

5 Questions to Consider Before Going independent

February 3, 2026

Concurrent Adds 22 Teams and $5.1 Billion in Assets in 2025 - Firm assets reach $34 billion

January 21, 2026

It Isn't What you Make, It's What you Keep: How Financial Advisors maximize after-tax investing returns

January 8, 2026

The One-Time Sale Myth: Rethinking Succession Planning

January 8, 2026

Concurrent Closes Strategic Partnership With Two Texas Firms

December 10, 2025

Concurrent Adds 10 Advisors in Q4 on March to $15B AUM

December 10, 2025

Concurrent Achieves 50% Growth in 2025, Increasing AUM from $10B to Over $15B

December 9, 2025

A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress

December 2nd, 2025

US Wealth: Evergreens in Season

December 4, 2025

Concurrent CEO Nate Lenz on Building a Haven for Entrepreneurs

November 26, 2025

Leah Bennett expects steady Black Friday

November 15, 2025

For RIAs, minority M&A deals bring liquidity, autonomy — to a point

November 14, 2025

What’s Next for Private Credit? Alts Gatekeepers Talk Real Estate Debt and Asset-Backed Credit

November 11, 2025

For RIAs, minority M&A deals bring liquidity, autonomy — to a point

November 6, 2025

Concurrent’s Nate Lenz on Soaring RIA Valuations and the Benefits of Selling a Minority Stake

November 7, 2025

Nasdaq closes lower, capping its worst week since April

November 5, 2025

AI Isn’t the Only Investing Game in Town. 5 Under-the-Radar Ideas From Money Pros.

October 29, 2025

LIVE WEBCAST: From Change to Choice: Your Strategic Assessment for Independence

October 27, 2025

Sectors Up Close: Has AI set the bar too high for Big Tech? Feat. Leah Bennett

October 22, 2025

How Advisors Can Avoid Compromising Business Value During Succession feat. Liz Lenz

October 17, 2025

Don’t Mistake Activity for Achievement with Nate Lenz: The Don’t Do That podcast

October 13, 2025

Liz Lenz Named Rising Star of 2025

October 10, 2025

David Montgomery: Why I Changed My Mind on Advisor Managed Accounts

September 26, 2025

Why Concurrent’s $10B Retirement Deal Is an Exception to Long-Term Strategy

September 23, 2025

Concurrent Investment Advisors Makes Its First Acquisition. It’s a $10 Billion Retirement Advisor.

September 23, 2025

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

September 23, 2025

Concurrent Buys Next Retirement Solutions for In-House Business

September 22, 2025

Concurrent buys out $10bn retirement-focused affiliate

September 22, 2025

Concurrent Buys Affiliated Retirement Practice Overseeing $10 Billion

September 5, 2025

RIA Leaders See Courting Professionals, Execs at Rising Companies as a Way to Drive Organic Growth

August 29, 2025

Zephyr’s Adjusted for Risk Podcast: A Conversation on Investment, Innovation, and the Next-Gen Advisor

August 19, 2025

Concurrent Asset Management stakes Catherine Avery boutique

August 19, 2025

July 1, 2025