『RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale』のカバーアート

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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