Resources & News - Concurrent

Concurrent Named One of America’s Top Financial Advisory Firms 2026 by Newsweek

By Jennifer H. Cunningham, Editor-in-Chief, Newsweek Financial advisers can help you manage your money, plan for retirement and create short- and long-term goals to keep

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

At Thursday’s Private Assets retreat in Fort Lauderdale on Thursday, Alts experts weighed in on the future of private credit. By Eva Thomas As cash

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

The 36-year-old founder of one of the fastest growing hybrid RIAs talks about how founders can start to cash out of their business while helping

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

by Tobias Salinger The lava-hot wealth management M&A market is spilling into new currents of minority stake deals, with that infusion opening up other scorching

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

From emerging markets to an underloved corner of private equity, there are plenty of promising investments that aren’t AI. By Steve Garmhausen Judging from today’s

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Nasdaq closes lower, capping its worst week since April

By Sean Conlon and Pia Singh The Nasdaq Composite closed lower Friday, pressured by more losses in artificial intelligence stocks, to post a losing week

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Our latest updates

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

Concurrent Asset Management Forms Strategic Partnership with Catherine Avery Investment Management

August 6, 2025

SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios

August 4, 2025

Sectors Up Close: AI ‘could improve drugmaker revenues by 12%’ featuring Leah Bennett

July 3, 2025

$12B Concurrent Expands Services with New Capital Program for Outside RIAs

July 3, 2025

Why David Montgomery Says Managed 401(k)s Can Help Investors Stay the Course

July 1, 2025​

David Montgomery on Why In-Plan Annuities May Be the Future of Retirement Income

July 1, 2025

Concurrent Honored as RIA Firm of the Year Excellence Awardee by InvestmentNews

June 25, 2025

As Markets Near Record Highs, Leah Bennett Highlights Long-Term Drivers of Growth

June 23, 2025

Leah Bennett Talks Unchanged Rates, Tariffs, and What Could Move the Fed

June 18, 2025

$12B and Growing: Nate Lenz Details Concurrent’s Plan to Back Smaller RIAs

June 23, 2025

Concurrent’s David Montgomery: Rethinking Risk for Modern Retirees

June 18, 2025

$12B and Growing: Nate Lenz Details Concurrent’s Plan to Back Smaller RIAs

June 18, 2025

$500M in New Affiliations Drives Growth as Concurrent Debuts RIA Capital Partners Program

June 12, 2025

Rethinking RIA Growth: Nate Lenz on Revenue, Talent, and the Next Generation

June 11, 2025

Concurrent at Wealth Management EDGE 2025: Leadership in Action

June 9, 2025

Nate Lenz Named Finalist for CEO of the Year by WealthManagement.com

June 9, 2025

Leah Bennett on Risk, Munis, and Trump-Era Investing

June 5, 2025

Concurrent and TIFIN Deepen Partnership to Power AI-Driven Growth

June 5, 2025

July 1, 2025

September 30, 2024