Agenda

2019 Innovation Summit

1:00pm ‐ 1:20pm

Networking

1:20pm – 1:25pm

Opening remarks, innovation video, and introduction of Event Chairman, Joe Duran

Speaker:

Fred Gabriel, Editorial Director, InvestmentNews

1:25pm – 1:40pm

Joe Duran, Founder and CEO of United Capital, presents the state of innovation in the financial advice world and links innovation with growth

1:40pm – 1:55pm

Fred Gabriel introduces our first Ted-style talk and Sheryl Garrett

Our 2019 Icon will present her plans to expand her Garrett Planning Network to India where it can better test the effectiveness of offering episodic financial advice, which she sees as the future of financial planning and one of the keys to improving financial literacy.

Sheryl Garrett, 2019 Icon & Founder, Garrett Planning Network

1:55pm – 2:35pm

Panel discussion with industry trailblazers

Joe Duran, Founder and CEO, United Capital leads a discussion of the state of innovation in the financial advice industry, threats to the business and where advice is headed

Moderator:

Joe Duran, Founder and CEO, United Capital

Panelists:

Valerie Brown, Executive Chairwoman, Advisor Group

Ken Fisher, Founder and Executive Chairman, Fisher Investments

Mark Tibergien, CEO, Pershing Adviser Solutions

2:35pm – 2:45pm

The Barbell Effect Created by Commoditization

Innovation through technology drives efficiency and commoditization. In the future, financial advice firms will move toward the polar ends in terms of size and focus—either they’ll have to be giant firms with massive scale or small firms that focus on planning while outsourcing asset management. Today’s $1B firm will go away. Hear what this new landscape means for advisors and their clients.

Speaker:

David Lau, Founder & CEO, DPL Financial Partners

2:45pm – 3:15pm

Explosive ideas delivered through Ted-style talks

Speakers:

Shirl Penney, Dynasty Financial Partners

Become an aspirational leader in finance

George Karris, Head of Strategy, Cetera

What your clients are really thinking...and why they may leave

3:15pm – 3:25pm

Networking break

3:25pm – 4:00pm

Technology panel

This session will discuss where fintech innovations are leading the financial advice industry and those areas that advisers need even more help from tech.

Moderator:

Edmond Walters, Founder, Apprise Labs

Panelists:

Eric Clarke, CEO, Orion Advisor Services

Frank Coates, Executive Managing Director, Envestnet

Danielle Fava, Director, Product Strategy and Development, TD Ameritrade Institutional

4:00pm – 4:20pm

More explosive ideas delivered through Ted-style talks

Speakers:

Joseph F. Coughlin, Director, MIT Age Lab

How the longevity economy will transform the business of retirement planning

John Streur, CEO, Calvert Research and Management

Investing in Positive Change

4:20pm – 5:00pm

Innovative adviser panel

This session is a discussion with successful financial advisers on how to inspire innovation at an advisory firm and how to encourage people to back your ideas.

Moderator:

Fred Gabriel, Editorial Director, InvestmentNews

Panelist:

Heather Ettinger, Founder, Luma Wealth Advisors

Ted Jenkin, Co-Founder, Oxygen Financial

Jennifer Kenning, CEO, Align Impact

5:00pm

Event Chairman Joe Duran offers Innovation Summit wrap up of key takeaways

5:10pm

Closing remarks

Speaker:

Suzanne Siracuse, CEO/Publisher, InvestmentNews

5:30pm – 6:30pm

Sparkling Reception

6:30pm – 9:00pm

Awards Dinner

Sponsored by

Testimonials

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April 17, 2019 | Hotel Eventi

#InnovateIN

Location

Hotel Eventi

851 Avenue of the Americas

New York, NY 10001

Tel: 212-564-4567

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