Our latest updates

January 14, 2025

Joe McQuaid Shares His Tech Choices for the Long Run

January 10, 2024

CityWireRIA: Concurrent adds two advisor teams totaling $364M

January 9, 2025

Wealth Solutions Report: Joe Mooney on How to Build a Platform That Advisors Love

December 19, 2024

David Montgomery to Lead Concurrent Retirement Division, Elevating Advisor Support

December 19, 2024

Concurrent Taps Industry Leader As Head of Retirement Division

December 6, 2024

Concurrent Named in Top RIAS to Work For

December 6, 2024

Concurrent Snags Six New Advisors, Adding $885M in AUM

December 5, 2024

Concurrent Brings In 6 New Advisors, Reaching $9.7 Billion In AUM

December 5, 2024

Concurrent Continues Growth Momentum With Addition of Six New Advisors

December 5, 2024

Concurrent Continues Growth Momentum With Addition of Six New Advisors

December 2, 2024

CEO, Nate Lenz, Discusses Concurrent’s Joint Investment Model

November 8, 2024

Concurrent VP Jeremy Massullo Featured on The COO Roundtable Podcast

October 22, 2024

Concurrent Introduces Bespoke Alternative Assets Platform For High-Net-Worth Clients

October 11, 2024

Concurrent Advisor Ramin Abrams Succeeds With Millennials and Gen Z

October 11, 2024

Concurrent CEO Nate Lenz Featured on RIA Edge Podcast

September 30, 2024

Concurrent Eyeing Sector-Specific Middle-Market Funds

September 30, 2024​

Concurrent Looks to Revive Hedge Fund Allocation

September 13, 2024

Dos and Don'ts of M&A Deals From Concurrent's Nate Lenz

September 4, 2024

How Advisors Choose Their Independence

September 4, 2024

Is Your RIA Unifying Compliance Integrity and Business Goals?