The MarketCounsel Summit 2017

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.

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."

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.

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.

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.

The undiscovered cyber threats advisers should really worry about

December 07, 2017 | Runtime: 2:18

What's the biggest cyber security threat that could really hamper your practice? Cyber Expert Tony Scott offers some strategies to keep your firm safe.

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?

Why does social media matter for financial advisers?

December 07, 2017 | Runtime: 2:40

Social media is a reflection of who you are. But who are you as a financial adviser? Debra Bednar-Clark of DB+co offers some solutions to enhance your practice.

 
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