Concurrent Moving to Multi-Custodial Offering | RIAIntel

Retrieved on: 2022-09-27 16:06:38

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Economy

Asset management

Investment management

Turnkey asset management program

Financial advisors

Financial adviser

Nate Lenz

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Concurrent Moving to Multi-Custodial Offering | RIAIntel. View article details on HISWAI: https://www.riaintel.com/article/b1zzb3qkqx4kj8/concurrent-moving-to-multi-custodial-offering

Excerpt

... platform from a clean slate,” Concurrent co-founder Nate Lenz says. ... greater freedom to choose technology and service platforms tailored to ...

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