How Advisors Choose Their Independence
Joe Mooney, managing director, advisor engagement and enterprise development at Concurrent, talks about the ways that advisors seek to achieve independence in their chosen profession. The editors
Joe Mooney, managing director, advisor engagement and enterprise development at Concurrent, talks about the ways that advisors seek to achieve independence in their chosen profession. The editors
Our Chief Compliance Officer, Courtney Haddad, shared her thoughts on how to balance achieving business goals with meeting compliance requirements – a conundrum all RIAs
Concurrent CEO and Co-Founder, Nate Lenz, shared valuable insights at the WealthManagement Edge conference, offering practical guidance for firms reassessing their tech stacks. From leveraging
Our Managing Director of Advisor Engagement and Enterprise Development, Joe Mooney, was highlighted in a recent Investment News article that offers key marketing strategies for
In a recent Barron’s article, Our CEO, Nate Lenz, shares about our charitable giving program, Concurrent Cares, and its effort to support local organizations close
Our Managing Director of Advisor Engagement and Enterprise Development, Joe Mooney, was recently interviewed by Barron’s to share his best advice about creating effective career
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