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https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/investment-news-effective-marketing-strategies-for-going-ria/ 2024-10-11T17:56:01+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/financial-advisor-iq-lessons-learned-from-60-day-tech-stack-buildout-nate-lenz/ 2024-10-11T17:55:16+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/nasdaq-tradetalks-newsletter-how-concurrent-is-navigating-the-wealth-management-industry/ 2024-06-06T15:22:58+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/advisor-perspectives-concurrent-ceo-nate-lenz-on-how-to-prepare-for-the-next-generation-of-clients/ 2024-06-03T18:52:23+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/are-401ks-the-ultimate-retirement-plan/ 2024-05-03T13:41:25+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/enhancing-client-retention-insights-from-financial-advisors/ 2024-05-03T13:41:16+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/financialplanning-creating-industry-on-ramps-as-100k-advisors-head-toward-the-exit/ 2024-05-03T13:41:03+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-hires-cfo-from-creative-planning-in-addition-to-three-more-executives/ 2024-05-03T13:40:43+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/wealthmanagement-com-concurrent-shifts-into-growth-mode-with-four-industry-hires/ 2024-04-29T16:41:20+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-taps-seasoned-financial-services-leaders-to-helm-recruitment-and-next-gen-talent-growth/ 2024-04-25T17:22:05+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/heres-how-advisor-businesses-are-finding-great-talent-now/ 2024-04-19T17:12:45+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-to-leave-raymond-james-restructure-as-a-13b-ria/ 2024-04-08T16:57:03+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/deals-recruiting-roundup-concurrent-caprock-focus-integrated-and-more/ 2024-03-27T13:59:51+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/sean-oneill-joins-legacy-private-wealth-partners/ 2024-03-20T15:49:58+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/t7-legacy-joins-concurrent/ 2024-03-20T16:04:45+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/ramin-abrams-joins-concurrentadvisors/ 2024-03-20T16:02:58+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/ria-roundup-after-hitting-17b-in-23-concurrent-scores-advisors-from-wells-fargo-raymond-james/ 2024-03-18T13:32:35+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-continues-to-hit-growth-projections-adds-three-new-advisors-at-the-start-of-2024/ 2024-03-14T14:51:41+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/how-to-make-your-compliance-department-a-strategic-partner/ 2024-03-13T13:58:08+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/compliance-should-be-a-conversation/ 2024-02-01T14:09:48+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/bad-tech-is-bad-for-advisors-business/ 2024-01-29T20:11:41+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-price-financial-management-to-concurrent/ 2023-12-13T17:11:34+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/ria-roundup-captrust-buys-1-1b-trutina-in-pacific-northwest/ 2023-12-12T14:21:55+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-allegiant-wealth-partners-to-concurrent-2/ 2023-12-05T21:06:19+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-danielson-tate-to-concurrent-2/ 2023-12-05T21:05:31+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-to-concurrent-columbia-associates/ 2023-12-05T21:04:27+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-spectrum-wealth-to-concurrent/ 2023-12-05T21:03:18+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/tampas-concurrent-swipes-700m-raymond-james-team-in-largest-recruitment-since-launch/ 2023-10-27T18:31:49+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/fidelity-unveils-resources-to-help-advisors-go-independent/ 2023-10-27T18:30:39+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/recruitment-roundup-kestra-ep-wealth-concurrent-spirepoint-and-more/ 2023-10-27T18:30:15+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/hybrid-ria-concurrent-adds-schwab-as-custodial-option-for-advisors/ 2023-10-27T18:29:41+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-adds-schwab-as-custody-partner/ 2023-10-27T18:29:11+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-adds-schwab-as-second-custodian/ 2023-10-27T18:28:17+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-marks-one-year-anniversary-of-its-transition-to-hybrid-multi-custodial-ria-framework-with-schwab-partnership-and-more-than-1b-in-new-assets/ 2023-10-18T14:18:16+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/700m-atlanta-area-ria-joins-concurrent/ 2023-10-16T18:11:35+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-adds-largest-team-in-firm-history/ 2023-10-16T18:08:59+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/lumature-wealth-partners-aligns-with-concurrent/ 2023-10-11T15:13:08+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/helping-advisors-ride-wave-of-change-amid-ma-breakaways/ 2023-10-11T14:29:01+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/if-you-still-want-brokerage-statements-mailed-itll-cost-you/ 2023-08-23T15:24:51+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/how-we-built-an-ria-in-60-days-and-convinced-our-teams-to-join-it/ 2023-08-01T18:34:02+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/17b-branch-concurrent-picks-pks-after-leaving-raymond-james/ 2023-07-26T20:00:44+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/when-the-indispensable-platform-becomes-inescapable/ 2023-07-24T18:33:43+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/the-active-advisor-podcast-with-nate-lenz/ 2023-07-17T18:59:34+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-allegiant-wealth-partners-to-concurrent/ 2023-06-27T13:18:59+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/welcome-danielson-tate-to-concurrent/ 2023-06-21T20:21:23+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/tampa-firm-launches-ria-platform-with-multibillion-dollar-potential-after-split-from-raymond-james/ 2023-06-14T16:43:30+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-restructures-to-recruit-advisors-from-across-wealth-management/ 2023-05-31T17:46:00+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-officially-launches-ria-with-over-440-million-in-new-assets/ 2023-05-23T19:37:59+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/find-your-niche-with-nate-lenz-ceo-and-co-founder-of-concurrent/ 2023-04-11T20:15:34+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-ceo-nate-lenz-named-40-under-40-winner/ 2023-03-22T13:10:20+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/concurrent-recognized-as-best-place-to-work/ 2023-03-21T17:14:18+00:00 https://823110e7-a218-4c5f-a416-e3fdbe9c5bb9.express.conves.io/blog/lpl-wins-raymond-james-loses-in-billion-dollar-branches-big-moves/ 2023-03-20T13:20:18+00:00