Resources & News - Concurrent

The One-Time Sale Myth: Rethinking Succession Planning

by Liz Lenz, Managing Director, Concurrent Investment Advisors January 8, 2026 The One-Time Sale Myth: Rethinking Succession Planning Advisors spend their careers helping clients

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Concurrent Closes Strategic Partnership With Two Texas Firms

The investment will spur the continued evolution of Capital Ideas and Bearing Financial Advisors supporting long-term growth, succession planning, and enhanced client experience. TAMPA, Fla.–(BUSINESS

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

by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and

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

Dec 10, 2025 The firm added seven advisory teams in the fourth quarter and crossed $15B in assets under advisement, bringing the total AUM/AUA to

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

December 9, 2025 https://www.youtube.com/watch?v=1NL1lCkQE0s&t=620s Life transitions can push people into uncharted territory. Whether it’s a career change, moving to a new home, marriage, or retirement,

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US Wealth: Evergreens in Season

December 2, 2025 CLick here to Download the Report US wealth management appetite growing amid fund solution proliferation Wealth managers represent the fastest-growing investor segment

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Our latest updates

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

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

July 1, 2025