DECEMBER 4-7, 2023
The MarketCounsel Summit 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.
The MarketCounsel Summit sits as the industry’s capstone event each year, bringing together the leadership of the country’s preeminent independent investment advisors, their service providers, and both financial and industry media. It’s a forum like no other industry conference – a neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment adviser. It’s the last chance of the year to escape the office, assess the landscape, examine the opportunities and threats that lie ahead and plan to implement in the year ahead.
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The MarketCounsel epitomizes the pinnacle of industry conferences and proudly sits as the capstone to a busy conference season. It hosts leaders from the nation’s premier independent wealth management firms, the industry’s paramount service providers and top journalists. This symposium serves as the canvas for key stakeholders to engage in critical conversations, insightful dialogue and enlightened yet civilized debates.
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