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
Our Managing Director, Joe McQuaid, was recently interviewed by Financial Planning about how advisors should think about vendor commitment in the rapidly evolving tech landscape.
Casey Bates, our managing director of strategy and growth, wrote an article for Financial Advisor Magazine about the rapidly emerging market for financial wellness programs.
In a June 2024 issue, Concurrent CEO, Nate Lenz, shares his thoughts on the biggest trends and challenges shaping the financial advising space. He discusses
Our co-founder and CEO, Nate Lenz, recently wrote an article for Advisor Perspectives about a critical issue facing financial advisors: how to attract and retain
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