Highlights from An Industry in Transition Summit 2019
The AdvisorHub 2019 Industry in Transition was an enormous success and we thank all of our esteemed speakers, guests, and sponsors. We are honored to provide you the best in news and resources for the financial advising industry.
INTERVIEWS WITH OUR SPEAKERS AND PANELISTS
INTERVIEW WITH DAVID CANTER
EXECUTIVE VICE PRESIDENT AND HEAD OF RIA SEGMENT,
FIDELITY CLEARING & CUSTODY SOLUTIONS
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH DANI FAVA
DIRECTOR OF INNOVATION,
TD AMERITRADE INSTITUTIONAL
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH JORDAN SCHNEIDER
VP AND REGIONAL DIRECTOR, ENVESTNET
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH BRIAN HAMBURGER
FOUNDER, MARKET COUNSEL AND HAMBURGER LAW FIRM
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH KEN HURLINGS
BUSINESS DEVELOPMENT, LPL FINANCIAL
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH SHIRL PENNEY
PRESIDENT AND CEO, DYNASTY FINANCIAL PARTNERS
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH CHRISTOPHER MONE
EVP HEAD OF WEALTH MANAGEMENT, WEDBUSH SECURITIES
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH MINDY DIAMOND
FOUNDER AND CEO OF DIAMOND CONSULTANTS
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH JEFF CROSBY
FOUNDER AND CEO, 3XEQUITY
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH FRANK LAROSA
CEO, ELITE CONSULTING PARTNERS
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH ROGGE DUNN
ASSET MANAGING PARTNER, ROGGE DUNN GROUP
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH ROB BARTENSTEIN
CEO, KESTRA PRIVATE WEALTH SERVICES
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH RICHARD WHITWORTH
HEAD OF BUSINESS CONSULTING, CETERA FINANCIAL GROUP
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH RICHARD CALHOUN
CEO, LAIDLAW WEALTH MANAGEMENT
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
INTERVIEW WITH TONY SIRIANNI
PUBLISHER AND CEO, ADVISORHUB
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
ELIZABETH KOEHLER, MANAGING DIRECTOR
BLACKROCK US WEALTH ADVISORY ADVISOR PRACTICE MANAGEMENT TEAM
PRESENTATIONS AND PANEL DISCUSSIONS
PRESENTATION BY RICHARD WHITWORTH, HEAD OF BUSINESS CONSULTING, CETERA FINANCIAL GROUP
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
PRESENTATION BY ROGGE DUNN, ASSET MANAGING PARTNER, ROGGE DUNN GROUP
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
PANEL DISCUSSION WITH TONY SIRIANNI, BRIAN HAMBURGER AND SHIRL PENNY
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
PRESENTATION BY ROGGE DUNN
ASSET MANAGING PARTNER, ROGGE DUNN GROUP
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
DISCUSSION WITH MANISH DAVE
SENIOR VP BUSINESS DEVELOPMENT, EXPERIENCED ADVISOR RECRUITING
AMERIPRISE FINANCIAL
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
PRESENTATION BY DANI FAVA
DIRECTOR OF INNOVATION,
TD AMERITRADE INSTITUTIONAL
ADVISORHUB 2019 INDUSTRY IN TRANSITION SUMMIT
SPEAKERS INCLUDED
SHIRL PENNEY, PRESIDENT & CEO
DYNASTY FINANCIAL PARTNERS
ELIZABETH KOEHLER, MANAGING DIRECTOR
BLACKROCK US WEALTH ADVISORY ADVISOR PRACTICE MANAGEMENT TEAM
PAUL DIETRICH, CEO AND CHIEF INVESTMENT OFFICER
FAIRFAX GLOBAL MARKETS
BRIAN HAMBURGERMARKET COUNSEL, FOUNDER
HAMBURGER LAW FIRM
MANISH DAVE, SENIOR VP BUSINESS DEVELOPMENT, EXPERIENCED ADVISOR RECRUITING
AMERIPRISE FINANCIAL
DANI FAVA, DIRECTOR OF INNOVATION
TD AMERITRADE INSTITUTIONAL
ROGGE DUNN, MANAGING PARTNER
ROGGE DUNN GROUP
DAVID CANTER, EXECUTIVE VICE PRESIDENT AND HEAD OF RIA SEGMENT
FIDELITY CLEARING & CUSTODY SOLUTIONS
MINDY DIAMOND,FOUNDER, PRESIDENT & CEO
MINDY DIAMOND CONSULTANTS
JORDAN SCHNEIDER, VP AND REGIONAL DIRECTOR
ENVESTNET
RICHARD WHITWORTH AIF®, HEAD OF BUSINESS CONSULTING
CETERA FINANCIAL GROUP
TONY SIRIANNI, PUBLISHER AND CEO
ADVISORHUB
BREAKOUT PANELISTS
CHRISTOPHER MONE, EVP – HEAD OF WEALTH MANAGEMENT
WEDBUSH SECURITIES
RICK CALHOUN, CEO
LAIDLAW WEALTH MANAGEMENT
RICHARD FRICK, CEO
GLADSTONE WEALTH GROUP
FRANK LAROSA, CEO
ELITE CONSULTING PARTNERS
ROB BARTENSTEIN, CEO
KESTRA PRIVATE WEALTH SERVICES
CRAIG PIRTLE, MANAGING DIRECTOR
B. RILEY WEALTH MANAGEMENT
MATT BAUM, PARTNER
ELLENOFF GROSSMAN & SCHOLE LLP
KIMBERLY SANDERS, PRESIDENT, BUSINESS DEVELOPMENT
LPL FINANCIAL
KIP CAFFEY, CEO
RESURGENT FINANCIAL ADVISORS
JIM GOLD, CEO
STEWARD PARTNERS
MODERATORS
GARY BENDER, VICE PRESIDENT, NATIONAL DIRECTOR OF RECRUITING
SECURITIES AMERICA
MICHAEL MAURER, MANAGING PARTNER
ARTEMIS PRIVATE CAPITAL PARTNERS
VIDEO INTERVIEW WITH ADVISORHUB CEO AND PUBLISHER TONY SIRIANNI ON ZERO COMMISSIONS
Interview with AdvisorHub CEO and Publisher Tony Sirianni on Zero Commissions
PHOTOS
Platinum SPONSORS
GOLD SPONSORS
