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May 13, 2026

Inflation fears weigh on wall street

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May 12, 2026

Concurrent adds $1.2bn RayJay team

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May 12, 2026

$1.2B Team Leaves Raymond James to launch With RIA Concurrent

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May 12, 2026

Team That Oversaw $1.2B At Raymond James Launches Independent Firm with Concurrent

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April 27, 2026

big tech earnings 'less influential' amid broadening AI adoption

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April 27, 2026

S&P 500, nasdaq rise slightly in start to a heavy earnings week

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April 27, 2026

Transparency concerns grow as warsh near fed role, strategist says

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April 13, 2026

Down Memory Lane: Top 5 Stories For WSR's First Half Decade

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April 10, 2026

Deals & Moves: Concurrent

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March 25, 2026

is your wealth management client about to fire you? look for these warning signs.

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March 24, 2026

Deals of The Day: The Latest In Wealth Management M&A

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March 10, 2026

Why Now Is a good time for advisors to pay extra attention to client retention

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March 2, 2026

Deals of The Day: The Latest In Wealth Management M&A

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March 2, 2026

Concurrent Network Adds 3 Advisors With Combined $450M AUM

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February 27, 2026

Concurrent Snags $300M Father-Daughter Team From Raymond James

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February 27, 202

'Your Voice Is Valuable': Black Advisors Give Advice On Making It As CFPs

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February 26, 2026

How Advisors Can Help Clients Sell Their Businesses While Improving Their Own Succession Plans

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February 17, 2026

S&P 500 Closes Little Changed Tuesday

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February 19, 2026

Wall Street ends down as private equity stocks sink

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February 19, 2026

Walmart results show split consumer as digital sales grow

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February 16, 2026

Sectors Up Close: biotech investments during covid "paying off"

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February 3, 2026

5 Questions to Consider Before Going independent

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February 3, 2026

Concurrent Adds 22 Teams and $5.1 Billion in Assets in 2025 - Firm assets reach $34 billion

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January 21, 2026

It Isn't What you Make, It's What you Keep: How Financial Advisors maximize after-tax investing returns

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January 8, 2026

The One-Time Sale Myth: Rethinking Succession Planning

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January 8, 2026

Concurrent Closes Strategic Partnership With Two Texas Firms

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December 10, 2025

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

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December 10, 2025

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

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December 9, 2025

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

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December 2nd, 2025

US Wealth: Evergreens in Season

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December 4, 2025

Concurrent CEO Nate Lenz on Building a Haven for Entrepreneurs

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November 26, 2025

Leah Bennett expects steady Black Friday

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November 15, 2025

For RIAs, minority M&A deals bring liquidity, autonomy — to a point

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November 14, 2025

What’s Next for Private Credit? Alts Gatekeepers Talk Real Estate Debt and Asset-Backed Credit

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November 11, 2025

For RIAs, minority M&A deals bring liquidity, autonomy — to a point

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November 6, 2025

Concurrent’s Nate Lenz on Soaring RIA Valuations and the Benefits of Selling a Minority Stake

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November 7, 2025

Nasdaq closes lower, capping its worst week since April

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November 5, 2025

AI Isn’t the Only Investing Game in Town. 5 Under-the-Radar Ideas From Money Pros.

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October 29, 2025

LIVE WEBCAST: From Change to Choice: Your Strategic Assessment for Independence

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October 27, 2025

Sectors Up Close: Has AI set the bar too high for Big Tech? Feat. Leah Bennett

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October 22, 2025

How Advisors Can Avoid Compromising Business Value During Succession feat. Liz Lenz

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October 17, 2025

Don’t Mistake Activity for Achievement with Nate Lenz: The Don’t Do That podcast

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October 13, 2025

Liz Lenz Named Rising Star of 2025

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October 10, 2025

David Montgomery: Why I Changed My Mind on Advisor Managed Accounts

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September 26, 2025

Why Concurrent’s $10B Retirement Deal Is an Exception to Long-Term Strategy

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September 23, 2025

Concurrent Investment Advisors Makes Its First Acquisition. It’s a $10 Billion Retirement Advisor.

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September 23, 2025

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

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September 23, 2025

Concurrent Buys Next Retirement Solutions for In-House Business

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September 22, 2025

Concurrent buys out $10bn retirement-focused affiliate

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September 22, 2025

Concurrent Buys Affiliated Retirement Practice Overseeing $10 Billion

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September 5, 2025

RIA Leaders See Courting Professionals, Execs at Rising Companies as a Way to Drive Organic Growth

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August 29, 2025

Zephyr’s Adjusted for Risk Podcast: A Conversation on Investment, Innovation, and the Next-Gen Advisor

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August 19, 2025

Concurrent Asset Management stakes Catherine Avery boutique

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August 19, 2025

Concurrent Asset Management Forms Strategic Partnership with Catherine Avery Investment Management

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August 6, 2025

SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios

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August 4, 2025

Sectors Up Close: AI ‘could improve drugmaker revenues by 12%’ featuring Leah Bennett

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July 3, 2025

$12B Concurrent Expands Services with New Capital Program for Outside RIAs

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July 3, 2025

Why David Montgomery Says Managed 401(k)s Can Help Investors Stay the Course

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July 1, 2025​

David Montgomery on Why In-Plan Annuities May Be the Future of Retirement Income

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July 1, 2025

Concurrent Honored as RIA Firm of the Year Excellence Awardee by InvestmentNews

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June 25, 2025

As Markets Near Record Highs, Leah Bennett Highlights Long-Term Drivers of Growth

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June 23, 2025

Leah Bennett Talks Unchanged Rates, Tariffs, and What Could Move the Fed

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June 18, 2025

$12B and Growing: Nate Lenz Details Concurrent’s Plan to Back Smaller RIAs

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June 23, 2025

Concurrent’s David Montgomery: Rethinking Risk for Modern Retirees

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June 18, 2025

$12B and Growing: Nate Lenz Details Concurrent’s Plan to Back Smaller RIAs

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June 18, 2025

$500M in New Affiliations Drives Growth as Concurrent Debuts RIA Capital Partners Program

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June 12, 2025

Rethinking RIA Growth: Nate Lenz on Revenue, Talent, and the Next Generation

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June 11, 2025

Concurrent at Wealth Management EDGE 2025: Leadership in Action

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June 9, 2025

Nate Lenz Named Finalist for CEO of the Year by WealthManagement.com

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June 9, 2025

Leah Bennett on Risk, Munis, and Trump-Era Investing

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June 5, 2025

Concurrent and TIFIN Deepen Partnership to Power AI-Driven Growth

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June 5, 2025

David Montgomery on TALKENOMICS: Navigating Retirement Planning Amid Market Volatility

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May 28, 2025

Joe McQuaid on the Climb to Better Tech: Lessons from Supporting 150 RIAs

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May 22, 2025

Industry Leader David Patchen Joins Concurrent to Advance Advisor Growth Initiatives

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May 6, 2025

Ascend 2025 Conference Recap: Connection, Collaboration, and Growth

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April 28, 2025

Nate Lenz Discusses the Rise of Independent Firms Among Young Advisors

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April 22, 2025

Concurrent Debuts WealthSelect, a Modern Solution for Investment Strategy

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April 21, 2025

Joe Mooney Breaks Down Concurrent’s Q1 Growth and Vision for 2025

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April 17, 2025

Six New Advisory Teams Join Concurrent in Q1, Bringing AUA to $10B+

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March 26, 2025

David Montgomery on Building Dynamic Adviser-Recordkeeper Partnerships

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March 25, 2025

Scaling with Strategy: How Bo Ellison is Redefining CFO Leadership

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March 6, 2025

Building a Championship RIA with Nate Lenz

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February 24, 2025

Expanding Options: Concurrent Announces Custody Deal with Goldman Sachs

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February 13, 2025

From Stage to Strategy: Ramin Abrams’ Artistic Path to Advising

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January 16, 2025

Barron’s: Lenz Discusses His Top Business Goals for 2025

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January 14, 2025

Balancing Today and Tomorrow: Ramin Abrams on the Aligned Money Show

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January 14, 2025

Joe McQuaid Shares His Tech Choices for the Long Run

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January 10, 2025

CityWireRIA: Concurrent adds two advisor teams totaling $364M

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January 9, 2025

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

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December 19, 2024

David Montgomery to Lead Concurrent Retirement Division, Elevating Advisor Support

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December 19, 2024

Concurrent Taps Industry Leader As Head of Retirement Division

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December 6, 2024

Concurrent Named in Top RIAS to Work For

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December 6, 2024

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

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December 5, 2024

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

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December 5, 2024

Concurrent Continues Growth Momentum With Addition of Six New Advisors

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December 5, 2024

Concurrent Continues Growth Momentum With Addition of Six New Advisors

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December 2, 2024

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

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November 8, 2024

Concurrent VP Jeremy Massullo Featured on The COO Roundtable Podcast

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October 22, 2024

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

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October 11, 2024

Concurrent Advisor Ramin Abrams Succeeds With Millennials and Gen Z

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October 11, 2024

Concurrent CEO Nate Lenz Featured on RIA Edge Podcast

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September 30, 2024

Concurrent Eyeing Sector-Specific Middle-Market Funds

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September 30, 2024​

Concurrent Looks to Revive Hedge Fund Allocation

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September 13, 2024

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

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September 4, 2024

How Advisors Choose Their Independence

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September 4, 2024

Is Your RIA Unifying Compliance Integrity and Business Goals?

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