The Concurrent team was proud to attend this year’s Wealth Management EDGE conference, held June 10–12, 2025, at The Boca Raton Resort in Boca Raton, FL. The event brought together innovators, advisors, and thought leaders from across the financial services industry—and our executive team showed up in full force to contribute, connect, and collaborate.
From insightful panel discussions to spontaneous laughter on the lawn, the week was packed with opportunities to exchange ideas, reflect on industry challenges, and spark new conversations. Huge thanks to the event organizers for creating a space that allowed both structure and spontaneity to thrive.
Courtney Haddad on the Future of Advisor Tech
One of the highlights of the week was Courtney Haddad, our Chief Compliance Officer, taking the stage during the panel “Unify to Amplify: How a Data Lakehouse Supercharges Advisor Tech and AI.”
Courtney joined other industry leaders to discuss how unifying systems into a modern data lakehouse can unlock efficiency and automation at scale. She emphasized the importance of creating a “centralized, governed source of truth”—a foundation for the next generation of intelligent, insight-driven firms.
Spotlight on Nate Lenz: Why the Future of RIAs Depends on Talent
Our CEO and Founding Partner Nate Lenz also made waves at the conference on the “RIA of the Future” panel, where he called attention to a crucial but often overlooked topic: talent cultivation in the RIA space.
Want to dive deeper into Nate’s panel insights? Click here to read the full article.
For more on the Wealth Management EDGE conference, including the full agenda and featured speakers, visit the official event website.
