Speakers

Mark Bruno

Associate Publisher, InvestmentNews

Mark Bruno is the Associate Publisher at InvestmentNews. He is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the last decade, including InvestmentNews, Financial Week and Pensions & Investments. Mr. Bruno has been recognized with multiple accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal awards, and has also received awards from The Society of American Business Editors and Writers for his breaking news coverage and analysis of the financial services industry. In his current role as the head of digital and research, InvestmentNews has won multiple awards for its website design and databases, in addition to being named one of the top ten business-to-business websites in the media industry. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007. He also been featured frequently on television and radio as an expert on investing and retirement, and has also been quoted in numerous newspapers and magazines, including The Wall Street Journal, The New York Daily News, The Chicago Tribune and Investor's Business Daily.

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Philip Palaveev

Chief Executive Officer, The Ensemble Practice LLC

Philip Palaveev is an industry expert and highly sought-after consultant focused on creating team-based financial advisory businesses aimed for sustained growth, profitability and value.

Philip is the owner and CEO of The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice. He specializes in helping independent financial advisors grow their business from a solo practice into a thriving and profitable ensemble firm. Palaveev also works with broker-dealers and custodians on creating impactful practice management services for their advisors.

Prior to launching The Ensemble Practice, Philip served as president of Fusion Advisor Network, a network of independent advisors that changed the way broker-dealers deliver business management and camaraderie to their clients. As president, Palaveev was responsible for the strategy of the firm and led its growth from a fast-growing start-up to one of the industryís most innovative and successful firms. He helped increase the firmís revenue by 50% in three years. From 2003 to 2008, Philip was a principal at Moss Adams LLP, an accounting and consulting firm with industry-leading expertise in practice management. Philip led the market research for Moss Adams and consulted with hundreds of advisors and several top broker-dealers.

Philip recently authored The Ensemble Practice, a book dedicated to the process of building a multi-professional enterprise. He is also known for his industry research papers and articles, is a frequent speaker at industry conferences and contributes regularly to industry blogs.

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Matt Sirinides

Senior Research Analyst, InvestmentNews

Matt oversees InvestmentNews Research's flagship practice management benchmarking studies, conducting primary research on financial performance, compensation & staffing and technology, as well as working on custom research projects and online tools such as the Advisers on the Move, RIA Data Center and National Adviser Compensation databases. Matt also maintains Numbers Game, a blog highlighting research & data trends in the financial advice industry.

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