Ascend 2025 Conference Recap: Connection, Collaboration, and Growth
The Ascend 2025 Conference in Chicago, Illinois brought together Concurrent advisors, partners, and industry leaders from across the country for three days of learning, connection,
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Nate Lenz Discusses the Rise of Independent Firms Among Young Advisors
Despite costs and litigation risks, some rising advisors are bootstrapping their own practices. When Jonathan Shenkman left his job at a large regional firm to
Concurrent Debuts WealthSelect, a Modern Solution for Investment Strategy
Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, today announced the launch of WealthSelect, a new investment platform developed by Concurrent Asset Management (“CAM”) to
Joe Mooney Breaks Down Concurrent’s Q1 Growth and Vision for 2025
Joe Mooney, Concurrent’s business development head, spoke about the firm’s recent hiring strategies and team selections that have fueled its steady growth. By Lilly Riddle
Six New Advisory Teams Join Concurrent in Q1, Bringing AUA to $10B+
TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six new teams of 17
David Montgomery on Building Dynamic Adviser-Recordkeeper Partnerships
What Makes the Best Dynamic Adviser-Recordkeeper Partnerships? Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to
