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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
Nate Lenz: Key Wealth Management Trends | Next Gen
Barron's Advisor
30 minutes
2 weeks ago
Nate Lenz: Key Wealth Management Trends | Next Gen
The co-founder and CEO of Concurrent Investment Advisors discusses the evolution of his career, the growth of his firm, and notable wealth management trends involving next-gen advisors.
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Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
