AdvisorHub: An Industry in Transition Financial Advisor Summit 2019 | Cvent | 19 November 2019 | The University Club of New York, 1 W 54th St, New York, NY 10019, USA

This summit for financial advisors will address the most talked-about issues affecting advisors' books of business, including Broker Protocol developments, the impending SEC Best-Interest rules, and setting your business and clients up for success. We will look at how technology is fueling the rapid growth of the independent movement and of robo-like competition. 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.

2019 Speakers

Shirl Penney
President & CEO, Dynasty Financial Partners

Bob Matthews
Chief Executive Officer, Fieldpoint Private

Brian Hamburger
Founder, MarketCounsel & Hamburger Law Firm

Rogge Dunn
Managing Partner, Clouse Dunn LLP

Manish Dave
SVP Business Development, Ameriprise Financial

Tony Sirianni
Publisher & CEO, AdvisorHub

Rob Bartenstein
CEO, Kestra Private Wealth Services

Craig Pirtle
Managing Director, B. Riley Wealth Management

Frank LaRosa
CEO, Elite Consulting Partners

Christopher Mone
EVP - Head of Wealth Management, Wedbush Securities

Jeff Gonyo
Divisional President, Steward Partners Global Advisory

Richard Frick
Managing Partner/CEO - Gladstone Wealth Group

Simeon Hymann
Head of Investment Strategy Group, ProShares Advisors LLC

2019 Partners

PLATINUM PARTNERS:
• iShares
• Ameriprise Financial
• Dynasty Financial Partners
• Fieldpoint Private
• Cetera Financial Group
• Clouse Dunn
• Market Counsel

GOLD PARTNERS:
• Kestra
• Laidlaw & Company
• Gladstone Wealth Group
• Steward Partners Global Advisory
• Elite Consulting Partners
• Briley Wealth Management
• Wedbush
• ProShares