Erik Strud

Erik Strid

CEO

Erik Strid, CFP, is CEO and co-founder of Concentus Wealth Advisors.

Client communications

Is writing a book worth the effort?

Books can be great marketing tools, but also time consuming.

By Erik Strid

April 19
Philanthropy

Charitable planning: How to involve the whole family

A family contribution system can help strengthen philanthropy as a core family value.

By Erik Strid

November 25
Philanthropy

Charitable planning: How to involve the whole family

A family contribution system can help strengthen philanthropy as a core family value.

By Erik Strid

November 25

TRENDING

Industry News

Tech platforms COMPLY and TIFIN name industry vets to C-suite roles

Amid a busy April for big hires, compliance tech provider COMPLY and wealthtech platform TIFIN have brought on industry vets Michael Stanton and Jeannette Kuda, respectively, aiming for strategic growth.

By Rachel Witkowski

3h ago
Tax

How the U.S. tax system stole $600B from Black Americans

In "The Black Tax," professor and historian Andrew W. Kahrl explores how the racial wealth gap in America has roots in unfair tax practices.

By Kelsey Butler

4h ago
Industry News

Stifel CEO: Rate cuts are 'unnecessary and risky for the economy'

After a mixed quarter for the firm's wealth unit, CEO Ron Kruszewski predicted that the Fed may cut rates zero or just once or even hike them in 2024.

By Tobias Salinger

6h ago