2nd Annual Industry in Transition Summit 2018 | AdvisorHub | 11 October 2018 | JW Marriott Essex House New York, 160 Central Park S, New York, NY 10019, USA

This summit will address the most talked-about issues affecting advisor assets, including Broker Protocol developments, the demise of the DOL Fiduciary rule and the impending SEC Best-Interest rules. We will look at how technology is fueling the rapid growth of the independent movement and of robo-like competition. And we will address universal issues, such as advising clients in turbulent times, analyzing best practices for managing your team, growing through acquisition and extracting equity from your practice as you approach retirement.

• Prexit & Protocol Issues
• Investing in Turbulent Markets
• FinTech Solutions for Challenging Times
• Delivering Security & Compliance Through FinTech
• Transitioning Your Book in a Post-Protocol Era
• Socially Responsible Investing for the Millennial Investor

2018 Speakers

Chris Harvey
Chief Executive Officer, J.P. Morgan Securities

Tim Oden
Senior Managing Director, Schwab Advisor Services

David Gehn
Partner, Ellenoff Grossman & Schole

Manish Dave
Senior Vice President, Business Development - Ameriprise Financial

Scott Hirsh
Franchise Regional Vice President, Ameriprise Financial

Joe Exner
Region Vice President, Northern States, Ameriprise Financial

Tony Sirianni
Publisher & Chief Executive Officer, AdvisorHub

2018 Partners

• J.P.Morgan
• Charles Schwab Advisor Services
• Ameriprise Financial
• Navellier
• Ellenoff Gross & Schole LLP
• Steward Partners Global Advisory
• Janney
• InteractiveBrokers
• Parnassus Investments
• Kestra Private Wealth Services
• Pax World Funds
• Rogge Dunn Group
• Ron Edde
• Elite Consulting Partners
• CFRA
• Millenium Career Advisors