The MarketCounsel Summit Adds Former Morgan Stanley President, Previous CIA Director, and Other High-Profile Speakers to Roster

Nov. 20, 2017 – MarketCounsel, the leading regulatory, compliance and entrepreneurial consultancy for registered investment advisers, announces speakers for its upcoming MarketCounsel Summit December 4–7 at the iconic Fontainebleau in Miami Beach. The 2017 Summit (#MSUM17 on Twitter) will examine the identity, purpose and protection of independent wealth management firms.

2017 marks our tenth year hosting the MarketCounsel Summit, and this year’s faculty again raises the bar to our legacy of delivering unfiltered commentary from game-changing voices,” said MarketCounsel President and CEO Brian Hamburger. “With independent advisors in mind, we assembled a mix of influencers and experts from within and outside the profession to share their insight on the topics that matter most to our community.”

Headlining speakers for this year’s event will include:

  • Former CIA Director John Brennan on business continuity lessons learned from an unexpected and controversial source: terrorist organizations
  • Gen. Martin Dempsey, former chairman of the U.S. Joint Chiefs of Staff, on economic and investment implications of geopolitical opportunities and threats in a global society
  • Former Morgan Stanley President Greg Fleming on wirehouses’ efforts to retain advisors and assets in the face of transformational changes in the wealth management industry and the growing lure of independence
  • Former Federal Chief Information Officer Tony Scott on the real and critical cybersecurity risks threatening business and society

The Summit will also feature a deep bench of expert speakers and panelists who are key players in the independent financial advisor community, such as bestselling author and AE Wealth Management Co-Founder David Bach; Brinker Capital CEO Noreen Beaman; Mariner Holdings CEO and President Marty BicknellTom Bradley, who previously led the retail distribution business at TD Ameritrade; Amy Butte, Independent Trustee, and Chair of the Audit Committee for Fidelity Investments Strategic Advisers Funds; Ric Edelman, CEO of Edelman Financial Services; Deena Katz, Associate Professor in the Department of Personal Financial Planning at Texas Tech UniversityAaron Klein, CEO of Riskalyze; Shirl Penney, CEO of Dynasty Financial Partners; serial entrepreneur Peter Raimondi; TD Ameritrade’s managing director Skip SchweissElliot Weissbluth, CEO of HighTower; and others.

For details and to register, visit

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