DENVER, July 6, 2017 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent financial advisory firms, comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial Services, today announced its third annual Wealth Management Symposium, which will take place at the Hyatt Regency Denver from July 10-12, 2017.
"As our industry faces a major inflection point, it's imperative that our advisors are empowered with the knowledge and tools needed to succeed in this new environment," said Advisor Group President and CEO, Jamie Price. "Our Wealth Management Symposium provides advisors with the expert insight and practical guidance needed to not only adapt, but thrive, as our industry and the future of advice continue to evolve."
In support of this year's theme "The Future of Advice," the Symposium will offer an in-depth look at current events in the financial services industry and the forces driving transformation from within. The agenda addresses a range of issues that are top-of-mind for advisors, including inter-generational wealth transfer, cyber security and advisor-managed portfolios. The event will also feature business technology consultations, industry networking sessions and a workshop designed to help advisors who are looking to transition more of their business to a fee-based model.
Attendance for the 2017 Wealth Management Symposium is expected to be double that of the inaugural turnout, a testament to the value advisors place on the forward thinking agenda and relevant content, as well as the need to stay competitive and grow their businesses in this time of change.
Advisor Group is seeing a strong interest from advisors regarding the many platform enhancements made not only to address the "Fiduciary Era", but also to help position them to capitalize on the future of advice. One product advisors are eager to learn more about is Advisor Group's Genesis Series. Launched in January 2017 this turn-key advisory platform gives clients access to institutional money managers with minimums as low as $5,500 with no IRA custodial fee. Adoption was swift, with more than 800 advisors opening nearly 5,700 accounts on platform, totaling $200 million is assets in just five months - and active proposals look to double those totals. Advisor Group introduced this product and other platform enhancements at its 2017 "Future is Now" 30-city roadshows, which attracted 2,300 advisors – more than half of its advisor base.
"Demographic, economic, and technological trends are transforming the wealth management industry and changing the future of advice," stated Advisor Group Executive Chairman Valerie Brown. "Our advisors have embraced this change and are working diligently to stay informed and embrace these new realities with confidence. We are proud to stand firmly in their corners, offering them the support and tools they need to prosper."
Keynote speakers include Andrew Friedman of the Washington Update, Greg Bell, Thought Leader, Business Consultant and Leadership Trainer, and Dr. David Kelly of JP Morgan Funds.
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving nearly 5,000 advisors and overseeing approximately $160 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc. as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
For more information, please visit www.advisorgroup.com.
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SOURCE Advisor Group