Our latest updates

July 15, 2024

Barron’s: Concurrent Cares Is Proud to Support Charitable Causes That Matter to Our Employees and Advisor Partners

July 8, 2024

Barron’s: How to Help Employees Get Ahead: Tips From Leaders at Investment Firms

June 20, 2024

Financial Advisor Magazine: How To Grow Your RIA Through Financial Wellness Programs

June 6, 2024

Nasdaq TradeTalks Newsletter: How Concurrent is Navigating the Wealth Management Industry

June 3, 2024​

Advisor Perspectives: Concurrent CEO Nate Lenz on How to Prepare for the Next Generation of Clients

May 14, 2024

FinancialPlanning: Concurrent adds ex-Raymond James advisors with $500M

May 10, 2024

The Wealth Stewards Aligns with Concurrent

May 6, 2024​

FamilyWealthReport: Who’s Moving Where In Wealth Management?

May 3, 2024​

Financial Advisor IQ: Concurrent Fills Out Leadership With Hires From Fidelity And Creative Planning

May 2, 2024​

InvestmentNews: Concurrent Invests In Tomorrow With Leadership Hires

May 1, 2024​

Concurrent Hires CFO from Creative Planning In Addition To Three More Executives

April 29, 2024​

WealthManagement.com: Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

April 25, 2024​

Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

April 24, 2024​

FinancialPlanning: Creating Industry On-ramps As 100K Advisors Head Toward The Exit

April 19, 2024​

Here’s How Advisor Businesses Are Finding Great Talent Now

April 5, 2024​

Enhancing Client Retention: Insights From Financial Advisors

April 2, 2024

Are 401(k)s the ultimate retirement plan?

March 27, 2024

Deals & Recruiting Roundup: Concurrent, Caprock, Focus, Integrated And More

March 20, 2024

T7 Legacy Joins Concurrent

March 20, 2024

Sean O’Neill Joins Legacy Private Wealth Partners

March 20, 2024

Ramin Abrams joins ConcurrentAdvisors

March 18, 2024

RIA Roundup: After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James

March 14, 2024

Concurrent Continues to Hit Growth Projections, Adds Three New Advisors at the start of 2024

March 13, 2024

How To Make Your Compliance Department A Strategic Partner