PHILADELPHIA--(BUSINESS WIRE)--Gladstone Associates, LLC, a leading business and transaction advisory firm, will sponsor its first annual industry conference for principals of successful wealth management firms and boutique money managers on Wednesday, May 16, 2012 in Philadelphia at The Cira Centre (adjacent to the 30th Street Station).
This timely event will provide principals of fee-based advisors, money managers, registered investment advisors (RIAs), and independent broker dealers from across the U.S. with a unique opportunity to acquire the latest tools for unlocking and realizing the full value of their successful enterprises.
“Unlocking and transferring equity value is one of the key issues facing the financial services industry today at the advisory firm level. We have designed this conference to energize participants, challenge their thinking, and provide answers for the many successful firms facing this industry-wide dilemma. We firmly believe that current market dynamics make this an exceptionally opportune time for well-positioned firms to transform their businesses by building transferable equity value,” said Gladstone President Paul T. Lally, III.
In addition to Mr. Lally, keynote speakers at the conference will include industry experts Joseph R. Russo, Chairman of the Financial Services Institute, Inc., and Daniel A. Kreuter, Chief Executive Officer of the national search firm DAK Associates.
Key topics covered during the conference will include:
Drivers of Perpetuation
Hiring to Win
Wirehouse Breakaways: Fact or Fancy
The Value of Branding
Opportunities and Threats for the Independent Advisor
These panel discussions, led by industry veterans, will provide opportunities to ask relevant questions and meet with peers in a roundtable discussion format. A pre-conference dinner reception will be held Tuesday, May 15 at 6 pm at the critically acclaimed Davio’s Restaurant.
Gladstone Associates (www.GladstoneTA.com) is a national transaction and business advisory firm providing buy-side advisory, sell-side advisory, business transaction planning, and strategic advisory services exclusively to fee-based advisors, money managers, registered investment advisors (RIAs) and independent broker dealers.