On this eve of Thanksgiving, all of us at MarketCounsel Consulting and Hamburger Law Firm are most grateful for our #MSUM24 faculty - taking time out of their busy schedules to provide an engaging curriculum for our guests at the 16th edition of The MarketCounsel Summit. Learn more about our faculty members and their sessions, along with how to still apply for an invitation, here: summit.marketcounsel.com.
关于我们
MarketCounsel Consulting is the leading business and regulatory compliance consultancy to the country's preeminent independent investment advisers throughout all stages of their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the most substantial challenges faced by entrepreneurs in this fast-growing and highly-regulated industry and it has emerged as one of its most effective advocates. From the initial launch of an adviser to its regulatory compliance management platform, and from its business growth to its succession strategies, MarketCounsel consistently delivers trusted counsel within an extraordinary service experience by leveraging the finest minds in the industry, advanced technologies and sound business processes. The firm’s annual event, the MarketCounsel Summit, has become the premier gathering for the country's leading growth-oriented, independent investment advisers and serves as both a spark and catalyst for conversation among the industry’s leaders.
- 网站
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https://www.marketcounsel.com
MarketCounsel Consulting 的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- New York,NY
- 类型
- 私人持股
- 创立
- 2000
- 领域
- RIA、regulatory compliance、investment adviser、business consulting、compliance consultant、regulatory consultant和compliance
地点
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主要
US,NY,New York,10003
MarketCounsel Consulting 员工
动态
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We’ve worked diligently to assemble an exceptional lineup of headliners and industry leaders to address the most pressing issues facing investment advisers today. This year our curriculum, led by an incredible faculty, will convene at the luxurious?Fontainebleau Las Vegas?on December 9th and culminate on the 11th. #MSUM24 gathers the leading minds in independent wealth management for unparalleled networking and a meticulously curated curriculum, free from sponsor influence. Learn more at summit.marketcounsel.com.
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Fontainebleau Las Vegas is the perfect destination for the exceptional guests of #MSUM24 – we could not be more excited to host our 16th edition here in Las Vegas. But don't take our word for it: "The 67-story, cerulean glass tower features 3,400 guest rooms,?thirty-six restaurants and bars, a six-acre pool “district” (not just a deck), its own convention center, a?150,000 SF state-of-the-art casino,?and a 4,000-seat amphitheater worthy of Keith Urban’s upcoming residency. Yet, despite its size, Fontainebleau Las Vegas is also that shockingly Michelin kind of place where it’s almost impossible to find the flaws even when you’re looking for them. From the perfectly tied bows in the bathrobes and the butler service in the?Fleur de Lis suites?occupying the top five floors to the gold chandelier floating like a weather system above the casino floor, every element of the Fontainebleau Las Vegas guest experience has an intention of perfection that delivers equally on execution." - Peter Lane Taylor, Forbes If you are still considering, now is the time to act as our room block is near capacity. Learn more at https://cnsl.me/msum24. To read the entire Forbes article, visit https://lnkd.in/gjUfUprX.
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?? Speaker Announcement! This December 3-4, Citywire RIA returns to Miami's Mandarin Oriental for our final RIA CIO Summit of the year. We're excited to kick off this year's program with a fireside chat on the main stage, where our editor Ian Wenik will be joined by Liz Nesvold, chair of Emigrant Partners and Brian Hamburger, founder of MarketCounsel Consulting We look forward to an insightful discussion! Interested in joining us there? RIA CIOs and investment team members, be sure to secure your spot at our Miami RIA CIO Summit here: https://lnkd.in/edzUc82R #CitywireRIA Citywire USA
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#ICYMI: The MarketCounsel Summit Plays Host to ThinkAdvisor Luminaries Awards on December 11th following #MSUM24. If you have yet to apply for an invitation, you can do so here: https://cnsl.me/msum24
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#ICYMI: Tune into "Focused on the Future" on WealthManagement.com wherein Brian Hamburger, Founder & CEO of MarketCounsel Consulting and Hamburger Law Firm, joins Suzanne Siracuse to provide his advice on how to navigate the challenges that advisors face today. Brian and Suzanne discuss: ?? How his father’s career in wealth management shaped his journey ?? Common frustrations and challenges faced by independent wealth managers ?? The critical role of objective advice in helping advisors navigate their careers ?? The value of planning, discipline?and seeking external, unbiased guidance? ?? Avoiding the most common pitfalls that advisors and firms face in transition https://lnkd.in/g4Gzd9FS
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ICYMI: MarketCounsel Consulting was recently highlighted on Ray Sclafani's podcast, Building The Billion Dollar Business, with respect to how firms can develop a robust compliance framework and prioritize ongoing training to meet regulatory compliance. Hosted by Financial Advisor Coach, Ray Sclafani, "Building The Billion Dollar Business" is the ultimate podcast for financial advisors seeking to elevate their practice. Each episode features deep dives into actionable advice and exclusive interviews with top professionals in the financial services industry. Tune in to unlock your potential and build a successful, enduring financial advisory practice. If you have not yet listened to "9 Trends That Will Impact the Future of Your Firm," you can find it on every major podcast streaming service, including Spotify which is linked below: https://lnkd.in/ge6wNug9
9 Trends That Will Impact the Future of Your Firm
https://spotify.com
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#MSUM24 offers an unparalleled opportunity to engage with the country’s preeminent independent investment advisors. As the capstone event of the conference season, we’re proud to welcome the profession’s top firms and leadership as we host this seminal forum for debate, dialogue, and conversation. If you wish to join, don't delay. Submit your request at summit.marketcounsel.com.
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MarketCounsel Consulting and Hamburger Law Firm are both excited to announce the destination and dates for the 16th edition of The MarketCounsel Summit (#MSUM24). This year’s event will be held?at?Fontainebleau Las Vegas, the newest luxury hotel on the Las Vegas strip, from?December 9th?through the 11th. The MarketCounsel Summit will host the industry’s most influential RIAs from across the country, fostering intellectual discussions; convivial debates; and forward-thinking conversations through its faculty of industry organization and thought leaders, renowned headliners, alongside MarketCounsel’s very own. This 16th?edition of the industry’s capstone event convenes industry A-listers, an unbridled curriculum, and a no-compromise roster of faculty, ensuring an unparalleled experience for the invitation-only attendees to engage in critical conversations, insightful dialogue, and civilized debate. If you wish to join, learn more at summit.marketcounsel.com.