What are the Expectations of the NextGen Advisor?
Recorded live at Wealth Management EDGE, host Ryan Nauman welcomes Nate Lenz, co-founder and CEO of Concurrent, to discuss shifts in wealth management and the rise of NextGen advisors.
Lenz explains Concurrent’s platform model supporting independent wealth managers by handling middle and back office functions while preserving advisor autonomy, and highlights growth to supporting over 90 firms, plus newer RIA Capital Partners and Platform-as-a-Service offerings.
They discuss the aging advisor workforce amid rising demand for advice, AI as a productivity and entrepreneurship enabler rather than…
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