Market Overview

MarketCounsel Gathers Industry Leading Service Providers for MarketCounsel Summit 2013


Fidelity Institutional Wealth Services anchors a heavyweight roster of service providers for the seminal event.

Englewood, N.J. (PRWEB) October 25, 2013

MarketCounsel revealed the all-star roster of speakers and topics for its 6th annual Summit throughout this month. Now, they announce that they have assembled many of the industry's top service providers in support of the event, including leading brokerage, custody, technology, practice management, and other service providers. The MarketCounsel Summit is scheduled for December 10 – 13, 2013 at the Four Seasons Hotel in Las Vegas, Nevada.

MarketCounsel further announced that every leading custody and many brokerage firms will participate in this year's Summit including Schwab Adviser Services, TD Ameritrade Institutional, Pershing Advisor Solutions, LPL Financial, RBC Advisor Services, National Advisors Trust Company, and PKS Investments. Fidelity Institutional Wealth Services, a leading provider of trading, custody and brokerage services to registered investment advisers, will be hosting a private reception for their clients attending the Summit. In addition, they will dispatch Laura Kogen, vice president in the practice management and consulting group, to lead a workshop over breakfast about developing a clear strategic plan for an advisory practice's continued growth.

Each year, the MarketCounsel Summit allows leading and emerging technology providers to showcase their latest innovations. This year's technology providers will represent several areas of the market, including communications archiving (Global Relay Communications), document management (Docupace, Laser App, and Laserfiche), investment research (Bloomberg and YCharts), portfolio reporting (Addepar, Advent, Croesus, Envestnet, Morningstar Office, Orion Advisor Services, and WealthSite), social marketing (Relationship Science, Vestorly, and, and trade rebalancing (TradeWarrior).

In addition, an impressive array of asset management and investment product providers have joined the conversation including Advisors Asset Management, BlackRock iShares, Brinker Capital, Calamos Investments, Columbia Management, ING Investment Management, Lord Abbett & Co., Pioneer Investments, RS Investments, Security Benefit Corporation, and SEI Investments.

Advisors will also have an opportunity to garner practice management insight from strategists ActiFi, human resources outsourcer Ambrose Employer Group, leading coaching platform Peak Advisor Alliance, and insurance providers Liftman Insurance, Markel Cambridge Alliance, and Starkweather & Shepley Insurance Brokerage.

In addition to these solutions providers, the Summit has received support from a number of industry media outlets, including BrightTALK, Financial Advisor, Financial Planning, InvestmentNews, Private Asset Management, RIABiz, and

“Each year we set out to provide a platform to host compelling discussions about the most provocative issues affecting today's independent investment adviser,” said Brian Hamburger, MarketCounsel's president and chief executive officer. “That conversation would be incomplete without meaningful participation from both the industry heavyweights right alongside its new and emerging platforms. It's a remarkable community we have assembled,” he continued.

For more details about the Summit, or to inquire about remaining sponsorship opportunities, please visit

For additional information, please contact Bill McGuire at (201) 705-1248 or bmcguire(at)marketcounsel(dot)com, or visit

About MarketCounsel

MarketCounsel is the leading business and regulatory consultancy to some of the country's preeminent independent investment advisers throughout their lifecycle. From its roots in 2000, MarketCounsel has been steadfast in its mission to deliver solutions to the challenges faced by entrepreneurs in a fast growing industry and has emerged as one of its most effective advocates.

From the initial launch of an investment adviser to its outsourced compliance platform to its business growth and succession strategies, MarketCounsel consistently delivers extraordinary service and trusted counsel by leveraging advanced technology and sound business processes. The MarketCounsel Summit is the annual gathering for the country's top independent investment advisers and serves as the conversation among industry leaders.


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