Resources & News - Concurrent

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus

Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand

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Wealth Management Is Becoming a Team Sport. Why These Pros Prefer to Go It Alone.

July 1, 2026 Wealth management is quickly becoming a team sport, with more than half of financial advisors now working on teams, according to research

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Concurrent Investment Advisors Surpasses $21 Billion in AUM, Nearing 20% Growth in First Half of 2026

The platform added $3.4 billion in AUM and expanded home office staff by 28% as advisor entrepreneurs continue seeking scale without sacrificing independence TAMPA, Fla.–(BUSINESS

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The CAIS Summit E4 Guest: Eddy Augsten goRIA

Oct 13, 2025 | The CAIS Summit (Beverly Hills) E4 | Guest: Eddy Augsten, President, Concurrent Asset Management Chuck’s recording LIVE at The CAIS Summit

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“Tuck or No Tuck” goRIA Podcast

“Tuck or No Tuck” goRIA Podcast Our CEO, Nate Lenz, joined Chuck Failla on the goRIA podcast for a chat about whether advisors should start

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Leah Bennett on BBCNews: Investors Await Possible US-Iran Deal and Fed Rate Decision

June 17, 2026 Investors await possible US-Iran deal Fed rate decision Watch Video Here

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Our latest updates

July 7, 2026

goldman's RIA Custody Making Gains on Name Recognition

July 1, 2026

Wealth Mangement is becoming a team sport. why these pros prefer to go it alone.

July 1, 2026

Concurrent Surpasses $21 Billion in aUM

June 29, 2026

The CAIS summit e4: Eddy Augsten

June 17, 2026

Leah Bennett on BBC News: Investors Await Possible US-Iran deal fed rate decision

June 4, 2026

independent crownmark bets on 'brotherhood' brand to draw clients

May 15, 2026

Leah Bennett on reuters: Gold, real estate attractivemas market rally llikely wanes

May 15, 2026

Leah Bennett on Reuters: Wall Street Ends lower on mounting inflation worries

May 13, 2026

TAVO Wealth Breakaway Debuts RIA with Concurrent Investment After Raymond James Exit

May 12, 2026

Concurrent adds $1.2bn RayJay team

May 12, 2026

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

April 27, 2026

big tech earnings 'less influential' amid broadening AI adoption

April 27, 2026

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

April 27, 2026

Transparency concerns grow as warsh near fed role, strategist says

April 13, 2026

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

April 10, 2026

Deals & Moves: Concurrent

March 25, 2026

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

March 24, 2026

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

March 10, 2026

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

March 2, 2026

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

March 2, 2026

Concurrent Network Adds 3 Advisors With Combined $450M AUM

February 27, 2026

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

February 27, 202

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

February 26, 2026

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

February 17, 2026

S&P 500 Closes Little Changed Tuesday

February 19, 2026

Wall Street ends down as private equity stocks sink

February 19, 2026

Walmart results show split consumer as digital sales grow

February 16, 2026

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

February 3, 2026

5 Questions to Consider Before Going independent

February 3, 2026

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

January 21, 2026

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

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

July 1, 2025