New York City and Virginia-based digital media site AdvisorHub.com, a news site for financial advisors, will be holding its third live event for its audience of financial advisors on November 19, 2019.
Titled An Industry in Transition, the summit will address the most talked-about issues impacting advisors’ books of business, including Broker Protocol developments, the demise of the DOL Fiduciary rule and the impending SEC best-interest rules.
The event will also address how technology is fueling the rapid growth of the independent movement, robo-like competition and universal issues such as advising clients in turbulent times, analyzing best practices for managing teams, growing through acquisition and extracting equity from practices as retirement nears.
“Our 2017 and 2018 summits were great successes,” said Tony Sirianni, CEO & Publisher of AdvisorHub. “We are excited about the caliber of speakers, sponsors and panelists who will be participating and look forward to again hosting this annual NYC event as well as regional events in the future.”