SOURCE: MarketCounsel

FiComm Partners

August 28, 2014 09:00 ET

MarketCounsel Announces Next Wave of Presenters for #MSUM14; Technologists and National RIA CEOs Join Ensemble Cast at MarketCounsel Summit

ENGLEWOOD, NJ--(Marketwired - August 28, 2014) -

  • A panel of industry thought leaders will go beyond the polarizing headlines, examining the "robo-adviser" offerings and shed light on the latest "threat" facing RIAs.
  • Leading technologists will support their bold predictions about the rapidly evolving tech landscape for advisers in fast-paced TED-style talks.

MarketCounsel, the leading consultancy for independent and entrepreneurial investment advisers, announces additional faculty selections for The MarketCounsel Summit, to be held from December 8th to the 11th, 2014 at the Four Seasons Hotel Las Vegas.

In a panel titled "Revenge of the Nerds", Betterment's Jon Stein, CircleBlack's John Michel, and United Capital's Joe Duran will join Elliot Weissbluth, CEO of HighTower Advisors, to examine the "robo-adviser" landscape and answer the simplest of questions: friend or foe? Independent advisers have long been told that they are headed to extinction, one way or another. Is this the newest threat that will finally prove the doomsday prophets correct? Or, is this simply an advance in the realm of financial advice that will offer tools for advisers to deploy for the clients who value the human touch? Regardless of your perspective, their early traction has signs of becoming a disruptive technology.

"To read about it in the press, advisers and robo-advisers are standing opposite one another on the battlefield of client service," says Michel. "Is there a middle ground?"

Keeping true to the Summit's long-standing tradition of playing host to the industry's most interesting conversations, a "TED"-style presentation sequence will illuminate advances in technology that will change the future that advisers see. Jamie McIntyre from Fortigent will set the stage and context for bold theories from futurists: Envestnet's Jud Bergman, LPL's Victor Fetter, and ActiFi's Spencer Segal, each presenting what they each see as the significant developing tech trend that will change the way advisers do business.

"I think it's safe to say that we intend on bringing the business of 2014 to a close with an epic conference designed specifically for the independent, entrepreneurial investment adviser who is looking for perspective and focus heading into the new year," said Brian Hamburger, MarketCounsel's founder, president and conference chair. "It's so difficult to capture the sheer scope of presenter magnitude and topical depth in these releases but those that have been there each year have a sense of what's to come," concludes Hamburger.

As previously announced, the Summit will welcome headliners including renowned entrepreneur Mark Cuban, former head of Morgan Stanley and Smith Barney Sallie Krawcheck, former SEC chairmen Christopher Cox and Harvey Pitt, former New York Attorney General and Governor Eliot Spitzer and CNBC's Ron Insana, each bringing their candid and, at times, polarizing personas to the event.

More details about The MarketCounsel Summit including agenda details, attendee registration, sponsorship opportunities, and speaker nominations (for next year's event) are available at The event, already at record registration levels, is limited.

About The MarketCounsel Summit (#MSUM14)

Investment advisers face an evolving landscape of challenges in protecting their practice while in pursuit of the limitless opportunities in growing their business. The Summit is designed by a team that admittedly rebuts the usual lecture-based, "talk at you" conferences. Instead, the Summit's objective is to create an incomparable forum for advisers to engage and interact among industry leaders to develop a sound strategy for addressing challenges while forming actionable plans for taking advantage of opportunities.

Already hailed by the financial press historically as one of the few "elite conferences" in the industry, the Summit features general sessions and interactive workshops that run morning 'til night, over three days in the desert. The agenda is stacked with well-orchestrated extracurricular events that provide for unmatched opportunities to 'continue the conversation' among advisers, speakers and the industry's top service providers, including a can't-miss opening reception and a live auction to benefit the MarketCounsel Foundation. Visit for more information.

About MarketCounsel

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

From the initial launch of an investment adviser to its outsourced compliance platform to its business growth and succession strategies, MarketCounsel consistently delivers extraordinary service and trusted counsel by leveraging advanced technology and sound business processes. The MarketCounsel Summit is the annual gathering for the country's top independent investment advisers and serves as both spark and catalyst for conversation among industry leaders.

Offering 360° of RIA knowledge, advice and guidance, MarketCounsel is the most trusted partner throughout the lifecycle of an independent adviser and works with these business owners at all stages. MarketCounsel provides true end-to-end business solutions for advisers, from start-up through exit. Visit for more information.

About The MarketCounsel Foundation

The MarketCounsel Foundation supports the independent investment adviser movement through research, advocacy, and awareness; a direct supporter of innovative financial education; and leading an effort to provide support, mentoring, and placement to would-be entrepreneurs. Visit for more information.

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