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Concurrent adds ex-Raymond James advisors | Financial Planning

Concurrent adds ex-Raymond James advisors | Financial Planning
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Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth
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Concurrent Shifts Into 'Growth Mode' with Four Industry Hires

Concurrent has tapped leaders from Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group to support strategic growth.

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Bust the plateau: How to jump-start a growth-challenged RIA

Bust the plateau: How to jump-start a growth-challenged RIA
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Nate-lenz

Nate Lenz, CEO of Concurrent | Financial Planning

Nate Lenz, CEO of Concurrent | Financial Planning
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