AdvisorHub to Host 5th Annual Summit for Financial Advisors on November 17th

NEW YORK--(BUSINESS WIRE)--AdvisorHub.com, the nation’s fastest growing news site for financial advisors, will be holding its annual summit both in person and virtually for its audience of financial advisors on November 17^th.

Titled An Industry in Transition, the summit will focus on the challenges facing advisors in a Post-Covid world. Advisors will face stiff headwinds in the form of potential new taxes and enhanced regulations, and will encounter the challenges and opportunities inherent in Robo Advising and Bitcoin. They will also have to find ways to modify the new technology and best practices they adopted during Covid for the post pandemic world. All of this against a backdrop of continuing M&A and recruiting activity, perhaps fueled by the stay at home mandates of Covid, and questions about model sustainability in the face of Reg BI and scale pressures.

Both in person and virtual attendees will hear from industry leaders and CEOs who are at the forefront of navigating their firms through these changes, and come away with an understanding of the challenges ahead and a roadmap for how to take themselves and their firms successfully to the other side.

“Our last four summits were great successes,” said Tony Sirianni, CEO & Publisher of AdvisorHub. “This year will be a hybrid event allowing us to comply with New York Covid mandates while still making the program available to everyone.”

Featured keynotes and speakers to include:

Ron Kruszewski, Chairman of the Board of Directors and CEO of Stifel

Christine Sandler, Head of Sales and Marketing for Fidelity Digital Assets

Chris Baker - Senior Manager, Business Development for Fidelity Digital Assets

Tony Rochte, Managing Director, Goldman Sachs Private Bank Select

Whit Magruder, Managing Director, Goldman Sachs Private Bank Select

Ed Swenson, Co-Founder and COO of Dynasty Financial Partners & President of Advisor Services Exchange

Brian Leitner, Head of Mariner Platform Solution

Kristen Kimmell, EVP, Business Development at Advisor Group, Inc.

Ron Ransom, Chief Business Development Officer at Envestnet

Trish Moll, Senior Franchise Field Vice President at Ameriprise Financial

Brian Mora, Regional Vice President at Ameriprise Financial

Jeff Crosby, CEO & Founder of 3xEquity

The event will also include two panel discussions on New Industry Challenges and Opportunities and The Covid Effect: Present and Future. Panelists include:

New Industry Challenges and Opportunities

Moderator: Amit Dogra, Chief Experience Officer, Sanctuary Wealth
Libet Anderson, President - Investment Solutions, Concourse Financial Group
Doug Kentfield - President, and Head of Wealth Management at Steward Partners
Kip Caffey, Chief Executive Officer at Resurgent Financial Advisors LLC
John Tyers, Head of the Independent Advisor Group for Wells Fargo Wealth & Investment Management

The Covid Effect: Present and Future

Moderator: Greg Banasz - Managing Director, Founding Partner and Head of Business Development for Steward Partners Global Advisory
Christopher Mone, EVP, Head of Wealth Management at Wedbush Securities
Caitlin Ulmer-Long, Senior Vice President, Director of Private Client Group Administration at Janney
Frank LaRosa – Founder & Chief Executive Officer of Elite Consulting Partners
Jeff Stewart - Managing Director, Head of Business Development at Hilltop Securities Inc.
Gregory J. Troccoli - Senior Vice President, Business Development at B. Riley Wealth Management

This year’s platinum sponsors are Goldman Sachs, Stifel, Fidelity Investments, Mariner Platform Solutions, Advisor Group, and Dynasty Financial Partners.

Gold and Silver sponsors are Ameriprise Financial, Wedbush Securities, B. Riley Wealth Management, Envestnet, Resurgent Advisors, Steward Partners Global Advisory, Elite Consulting Partners, Commonwealth, Janney Montgomery Scott, 3xEquity, Hilltop Securities, Concourse and Capital Wealth Planning.

The full-day summit begins at 9:00 am EST. Click here to register.

About AdvisorHub:

AdvisorHub expands upon traditional trade industry coverage. In addition to investigative journalism and sophisticated commentary on the wealth management industry, we provide recruiting deals and compensation information crucial to advisors’ practices and careers.

Led by a former advisor, CEO, and thought leader — Tony Sirianni — AdvisorHub produces content that is of great value to its coveted, loyal audience. AdvisorHub consistently breaks national news stories that are subsequently covered by the nation’s leading news organizations such as The Wall Street Journal, Bloomberg, Barron’s and Reuters.

www.advisorhub.com