News Releases

The MarketCounsel Summit Will Examine the Identity, Purpose and Protection of Independent Wealth Management Firms

ENGLEWOOD, N.J., Sept. 26, 2017 /PRNewswire/ -- MarketCounsel, the leading regulatory, compliance and entrepreneurial consultancy for registered investment advisers, revealed major themes while opening registration for the 2017 MarketCounsel Summit today (http://summit.marketcounsel.com).  The Summit (#MSUM17 on Twitter), held December 4 – 7 at the iconic Fontainebleau in Miami Beach, will continue to deliver upon its legacy of trending and visionary topics led by a faculty of industry leaders, national headliners, and MarketCounsel's own staff, accompanied by abundant networking opportunities and immersive after-hours events.

MarketCounsel

Celebrating its 10th anniversary, The MarketCounsel Summit is poised to again set the standard as the industry's most dynamic event.  The conference is renowned for bringing the industry's top executives and influencers together in an independent forum like no other.  This year, however, MarketCounsel revealed that specific themes will be at the foundation of their forum for debate and dialogue among the best and brightest in the industry.  The venerable host will facilitate important, and often controversial conversations, all with the objective of advancing the identity, purpose and protection of independent investment advisers in a thoughtful and provocative manner.

"We've come a long way over the years – as an industry, as an organization, and as a conference," said MarketCounsel President and CEO Brian Hamburger.  "And yet in almost all respects, we feel like we're just getting started.  So we're going to focus this year on the distinctiveness of the independent adviser, framing the most significant opportunities and crafting strategy and tact around the major hazards that loom large."

The Summit will kick off on Monday, December 4th with a reception, providing attendees and keynote speakers the opportunity to connect with one another ahead of the sessions for the following three days.  And any prior Summit attendee knows that will be the last full breath they'll take before the breakneck pace of challenging content and unsurpassed opportunities for peer learning.

While MarketCounsel announced their themes and schedule, the agenda or, curriculum as they refer to it, remains intentionally elusive. 

"We work tirelessly throughout the year to curate an amazing program befitting the high-profile attendee that invests their time with us," said Hamburger.  "After 10 years of consistently raising the bar, attendees know the quality of what we do.  Their confidence gives us the luxury of maintaining fluidity in our program to ensure we are truly delivering the most valuable and captivating curriculum to our guests on the most pressing issues facing the independent investment advisers and their profession."

Those familiar with MarketCounsel's uncompromising standards for its speakers and content have come to respect the meticulous conference craftsmanship.  Already slated, however, are immersive sessions on:

  • Assessing and Addressing the True Cyber Threats
  • Planning for Business Continuity Amidst a Chaotic New World Order
  • Profiling the Industry's Most Successful Successions
  • Growing Beyond the Four Walls
  • Advancing the Critical Gap of Diversity and NextGen
  • Much, much more

More details about The MarketCounsel Summit are available at http://summit.marketcounsel.com

To maintain the community it has cultivated over the years, registration is limited and the event is, once again, expected to be at capacity.  Those planning to attend are encouraged to secure registration without delay.

To speak with a MarketCounsel spokesperson regarding this news release or to register as a member of the press corps for the MarketCounsel Summit, contact pr@marketcounsel.com 

About MarketCounsel

MarketCounsel is the leading business and regulatory consultancy to the country's preeminent independent investment advisers at all stages throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry, and it has emerged as one of its most effective advocates.

From the initial launch of a registered investment adviser to its compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service model by leveraging the finest minds in the industry, advanced technologies and sound business processes. The consultancy's annual event, the MarketCounsel Summit, has become the premier gathering for the country's leading growth-oriented, independent investment advisers, and serves as both a spark and catalyst for conversation among the industry's leaders. Visit www.marketcounsel.com for more information.

SOURCE MarketCounsel

For further information: Jason Lahita, FiComm Partners, jason.lahita@ficommpartners.com, 973-460-7837