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Articles tagged "MarketCounsel Summit"


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Brian Hamburger: This is unprecedented what CI Financial is doing, and we won’t know if this is logical for years to come.

Brian Hamburger takes back Miami, gets 98% show rate at MC Summit, then plays devil's advocate for the M&A mania gripping the RIA business

Attendees made the trek to the Fontainebleau Hotel Resort amid health precautions to high-five flesh and do a very in-person reality check

December 9, 2021 at 10:47 PM

Raj Udeshi took on Bill Crager then Jud Bergman about their use of client data.

Raj Udeshi invokes 'Theranos' fraud in testy exchanges over data collection with Envestnet's Bill Crager and Jud Bergman at Tiburon CEO Summit

HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?

April 9, 2019 at 2:29 AM

Brian Hamburger (left): I don't want people up there patting each other on the back.

Brian Hamburger convinces his FSI nemesis to debate him in Las Vegas, after trips to San Francisco and Washington

The pressure to create fireworks for a big, bright line-up of 'faculty' and attendees meant finding common cause with Dale Brown based on their lack common ground about how advisors should be regulated

November 17, 2018 at 12:22 AM

Shirl Penney (2nd from r., flanked by Rich Gill, Marty Bicknell and John Furey): ​Breakaways should expect to 'pay a 25% settlement fee moving forward.'

An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit

Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed

December 12, 2017 at 2:18 PM

Greg Fleming: I love the Rockefeller name and brand and family. I'm fixated on it.

How Greg Fleming got props from his 90-year-old uncle by ankling the wirehouses after 25 years and joining a 'small' family concern

From his perch atop Rockefeller Capital Management, the Ex-Morgan Stanley and Merrill exec derives lessons for profitably serving the 'Vanguard set'

December 6, 2017 at 5:38 PM

Brian Hamburger worked the phones until headliners signed on in droves.

After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise

Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday

November 10, 2017 at 11:09 PM

Anthony Scaramucci: The left-leaning Department of Labor has made a decision to discriminate against a class of people who they deem to be adding no value.

Trump's DOL-rule hit man, Anthony Scaramucci, gets hoisted, reportedly, for financial conflict of interest

The hedge fund owner who compared the Labor Dept.'s attempt to bring fiduciary care to more assets to the infamous Dred Scott decision is being dinged, ostensibly, for a business combination with Chinese Communists

February 2, 2017 at 7:02 AM

Lobbying took on a new meaning at the Fontainebleau this week at the MarketCounsel Summit.

MarketCounsel Summit 2016 -- the theme is when the boss calls, you go

The Fontainebleau glitters, but not with newly minted Trumpsters, as Summit chief Brian Hamburger got more than he bargained for with the conference's theme of 'change'

December 9, 2016 at 4:41 PM

Ron Rhoades: The worst case would be adopting a rule and calling it fiduciary when it is actually a much weaker standard.

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

December 7, 2016 at 8:33 PM

Kellyanne Conway, flanked by Marc Cohen and Brian Hamburger, uttered not a word related to DOL, Dodd Frank or any other RIA-related matter.

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 at 9:17 PM

[Brian Hamburger and] Marc Cohen: We nail people down by text message.

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 at 8:55 PM

Peter Giza: My take is that changing a significant portion of a firm's technology platform without changing operational psychology is a fail.

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 at 5:55 PM

Shirl Penney: The whole idea is to make it engaging and for the most pressing questions to be asked.

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 at 11:42 PM

Nick Georgis:  We do not support a SRO for the RIA industry. Schwab has had conversations with SEC staff to share this point of view.

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 at 5:39 AM

David Selig: I felt like I had more meaningful conversations with industry luminaries and other well-connected people than at any event in recent memory.

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 at 5:24 AM

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