Articles tagged "MarketCounsel Summit"


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At MarketCounsel, a Ron Rhoades-Skip Schweiss exchange reveals new DOL-rule threat -- a Trump-led compromise creating a mutant strain of the reg that benefits no one

The problem, Rhoades says, is that a pseudo-fiduciary standard asks consumers to assume the burden of knowing what's best for them when it comes to investing, which brings the problem full circle

15 hours ago

MarketCounsel Summit weathers Trump mayhem as Scaramucci and Priebus bail and Kellyanne Conway makes a night flight to Miami

A frenzied speaker-substitution effort was capped by a wee-hours lobby stakeout for Conway

December 6, 2016 — 9:17 PM UTC

MarketCounsel texts like crazy to get and keep its white hot speakers, Priebus and Scaramucci, nailed down

The speaking time slots for these Trump power brokers are elusive but the boys are coming to Brian Hamburger's Florida event -- perhaps with knives drawn for the DOL rule

November 25, 2016 — 8:55 PM UTC

Some notes at MarketCounsel from the pad of a skeptical Peter Giza

The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech

December 15, 2014 — 5:55 PM UTC

Shirl Penney will grill three of his big vendors on stage in Vegas: Mike Durbin, Mark Tibergien and Bernie Clark

At the MarketCounsel event, the Dynasty Financial chief promises not to toss softballs at the RIA custody heads, saying he knows their strengths and weaknesses

July 10, 2014 — 11:42 PM UTC

Custodians defend their records in having RIA backs in battles for the fiduciary standard and against FINRA takeover

TD Ameritrade has publicly made some regulatory efforts for advisors and other say they mostly do it behind the scenes

November 23, 2010 — 5:39 AM UTC

Advisors in the airport shuttle make suggestions for taking the MarketCounsel Member Summit to the next level

RIABiz stumbles on a final moveable breakout session where unedited opinions flew fast and hard

November 23, 2010 — 5:24 AM UTC

Testy words pass between advisors and regulatory panelists at MarketCounsel conference

RIAs are shocked by how bad things have gotten in Washington

November 19, 2010 — 7:30 AM UTC

The MarketCounsel Member Summit hums in the Nevada desert

Joe Duran floats a controversial thesis about the threat faced by investment managers

November 18, 2010 — 6:17 AM UTC
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