ENGLEWOOD, N.J., June 15, 2011 /PRNewswire/ -- In three short years, the Member Summit has quickly become one of the industry's premier events. For its fourth year, MarketCounsel announced that the event will be held from October 12-14, 2011 at the historic Biltmore Hotel in Coral Gables, Florida. Tom Bradley, president of TD Ameritrade Institutional, and Mark Tibergien, CEO of Pershing Advisor Solutions, will be keynote speakers at the event.
Known for its keen intuition, acumen and practical guidance on the evolving regulatory landscape and practice management, the Member Summit has rapidly become one of the premier industry conferences for registered investment advisors. "We are honored by the overwhelming praise and positive feedback our conference has generated," said Brian Hamburger, founder and managing director of MarketCounsel.
Last year's event provided more than 150 attendees with a unique opportunity to learn from and interact with some of the leading minds that the industry has to offer. Comprised of 19 informative sessions led by 28 financial industry leaders including Michael Durbin (president of Fidelity Institutional Wealth Services), Joe Duran (CEO of United Capital), Scott Welch (co-founder of Fortigent), Bill Crager (president of Envestnet), Bob Clark (editor-at-large of Investment Advisor Magazine), and a lively town hall discussion about regulatory reform featuring Marilyn Mohrman-Gillis (managing director of the CFP Board of Standards), David Tittsworth (executive director of the Investment Adviser Association) and David Massey (president of NASAA).
The event also brought many of the top industry service providers together as sponsors, including Black Diamond Performance Reporting, Fidelity Institutional Wealth Services, Fortigent, LPL Financial, Morningstar, Orion Advisor Services, Pershing Advisor Solutions, Schwab Advisor Services, TD Ameritrade Institutional, Trust Company of America and others.
MarketCounsel is the leading business and regulatory compliance consulting firm to the country's preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions by pairing best-of-class compliance professionals with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of its clients.