Our latest updates

May 23, 2023

Concurrent Officially Launches RIA With Over $440 Million in New Assets

April 11, 2023

Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

March 22, 2023

Concurrent CEO Nate Lenz Named 40 Under 40 Winner

March 10, 2023

Concurrent Recognized As Best Places To Work 2023

September 27, 2022

Adviser Product Partnerships

September 27, 2022

After leaving Raymond James, Concurrent taps Fidelity as top choice for custody

September 27, 2022

Concurrent Advisors Chooses Fidelity Institutional As First Custodian

September 27, 2022

Florida-Based Firms Assess Impact of Hurricane Ian

September 27, 2022

Custody redux: Fidelity lands a RayJay breakaway

September 27, 2022

Florida Firms Brace for Hurricane Ian

September 27, 2022

$12.7B Concurrent Splits from Raymond James

September 27, 2022

Concurrent Launches $12.7B Hybrid RIA After Split With Raymond James

September 27, 2022

Concurrent Moving to Multi-Custodial Offering

September 27, 2022

LPL wins, Raymond James loses in billion-dollar branches' big moves

September 27, 2022

Concurrent to Leave Raymond James, Restructure as a $13B RIA