The MarketCounsel Summit 2017

Why Brinker is ramping up its services for RIAs

December 11, 2017 | Runtime: 2:49

Brinker Capital introduced a new platform aimed at providing services to independent advisers. Brinker's Brendan McConnell explains how the firm will differentiate from a crowded field.

Why integration is essential (and how it works)

December 08, 2017 | Runtime: 6:00

Integration has been one of the biggest fintech themes in 2017. But why (and how) does this work? Matt Brown of CAIS and Sean Mullen of Advice Period explain.

What investment tools should you add in 2018?

December 11, 2017 | Runtime: 2:07

As you look ahead to 2018, what types of financial products would you like to add to your quiver? Financial advisers at the MarketCounsel Summit offered their perspective, but one thing is clear "choice is power."

The biggest drivers in wealth management today

December 12, 2017 | Runtime: 2:25

What's shaping the future of financial advice? After 10 years of MarketCounsel Summits, Brian Hamburger explains what's changed in the past decade and what stands ahead for adviser technology and regulation.

What's next at CAIS?

December 11, 2017 | Runtime: 1:33

With a strong 2017 behind them, CAIS doesn't want to lose sight of its clients as it embarks on 2018. Matt Brown explains how a new adviser council will help the firm grow in the year ahead.

Martin Dempsey: Geopolitical hotspots (and how they could impact investing)

December 11, 2017 | Runtime: 3:04

What are the big international hotspots and how could it affect advisers and investors. Gen. Martin Dempsey, the former chairman of the joinst chiefs of staff, offers his unique perspective.

CAIS's Brown: Big trends in wealth management

December 07, 2017 | Runtime: 2:09

One of the biggest trends of 2017 was traditional institutional asset managers aiming their services at RIAs. How will this impact 2018? Matt Brown of CAIS explains.

What's next for adviser consolidation?

December 07, 2017 | Runtime: 3:26

After a strong start to M&A activity in 2017, the year stalled in the third quarter. What's ahead? M&A Expert David Devoe explains.

Ric Edelman: 3 factors transforming the financial advisory industry

December 07, 2017 | Runtime: 2:17

We are at the "knee in the curve" of a transformation of the financial advice industry, according to Ric Edelman. But what's next and how will it shape your practice of the future?

How (and why) to attract more millennial clients

December 07, 2017 | Runtime: 2:42

It is time to take a hint from your grandmother if you want to attract more Gen Y clients. Amy Butte, the former CFO of the NYSE, says you need to learn to speak the language of financial services in a way millennials can comprehend.

 
Videos 1-10 of 12

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