Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A
May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,
Our latest updates
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
Team That Oversaw $1.2B At Raymond James Launches Independent Firm with Concurrent
February 26, 2026
How Advisors Can Help Clients Sell Their Businesses While Improving Their Own Succession Plans
December 9, 2025
A Juilliard-Trained Musician-Turned-Advisor On Navigating Change & Embracing Progress
October 29, 2025
LIVE WEBCAST: From Change to Choice: Your Strategic Assessment for Independence
October 27, 2025
Sectors Up Close: Has AI set the bar too high for Big Tech? Feat. Leah Bennett
October 22, 2025
How Advisors Can Avoid Compromising Business Value During Succession feat. Liz Lenz
October 17, 2025
Don’t Mistake Activity for Achievement with Nate Lenz: The Don’t Do That podcast
September 23, 2025
RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
August 29, 2025
Zephyr’s Adjusted for Risk Podcast: A Conversation on Investment, Innovation, and the Next-Gen Advisor
August 4, 2025
Sectors Up Close: AI ‘could improve drugmaker revenues by 12%’ featuring Leah Bennett
June 5, 2025
David Montgomery on TALKENOMICS: Navigating Retirement Planning Amid Market Volatility
Leah Bennett on Reuters: Bond yield spike hits mortgages, small caps
May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said thast Friday’s jump in benchmark Treasury yields particularly impacts
Leah Bennett on Reuters: Gold, real estate attractive as market rally likely wanes
May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, recommends investing in real assets – such as precious metals
Leah Bennett on Reuters: Wall Street ends lower on mounting inflation worries
May 15, 2026 Watch Video Here Leah Bennett, chief investment strategist at Concurrent Investment Advisors, contributes to segment.
Podcast: How Concurrent CEO Nate Lenz went from OSJ to Breakaway
May 14, 2026 By: Ian Wenik Podcast: How Concurrent CEO Nate Lenz went from OSJ to breakaway Once affiliated with Raymond James, Lenz’s company has
TAVO Wealth Breakaway Debuts RIA with Concurrent Investment After Raymond James Exit
May 13, 2026 By: Andrew Cohen An advisor team managing $1.2 billion in client assets has left Raymond James to go independent with Florida-based RIA Concurrent, which