RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale cover art

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

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 Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital and talent needed to grow. From multi-custodial flexibility to a unique minority partnership model, Lenz shares …

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.