
Barron’s: Lenz Discusses His Top Business Goals for 2025
January 16, 2025 In this week’s Barron’s Advisor Big Q, they asked top financial advisors for their 2025 business goals and priorities, and our CEO
January 16, 2025 In this week’s Barron’s Advisor Big Q, they asked top financial advisors for their 2025 business goals and priorities, and our CEO
January 14, 2025 At Concurrent, we know that endurance is key—not only in achieving personal goals but also in building a successful wealth management platform.
January 10, 2025 As reported in CityWireRIA, we’re welcoming two exceptional advisor teams to the Concurrent network: Engelstad Wealth Advisors and Louis C. Ciliberti &
January 9, 2025 Wealth Solutions Report recently interviewed Concurrent Managing Director of Advisor Engagement and Enterprise Development, Joe Mooney, about the role of technology in
December 18, 2024 Last week, we brought together our Concurrent advisors, home office members, and leadership for our annual Striving for the Summit conference in
As reported by Yahoo Finance, Concurrent announced the addition of David Montgomery as Managing Director of Retirement Plan Services. This strategic appointment underscores our commitment
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