MarketCounsel Summit - Register

The MarketCounsel Summit returns to the Fontainebleau Miami Beach from December 5—8, 2016 for what will again be the industry’s most explosive event. We invite you to join us for this unparalleled opportunity to learn from our powerful agenda and speakers and, most importantly, engage in intimate networking among the industry’s leading growth-oriented firms. With the drastically-evolving regulatory landscape, a controversial election cycle, and emerging new business opportunities, we’ll tackle all of the hot issues head on. This is one event you will not want to miss.

MarketCounsel Summit - Buzz/News
MarketCounsel Summit - Agenda
We are putting together an amazing program for this year; pairing outstanding headliners with an impeccable roster of faculty to address the most pressing issues facing the independent investment advisor profession.

  • • Member Dinners (invite only)
  • • Welcome Reception


  • • Call to Order & State of the Industry
  • • A Dialogue Among Former SEC Commissioners
  • • Around the Horn: Roundtable Discussion Among MarketCounsellors
  • • The DOL Fiduciary Rule: It’s Time to Get Real
  • • MarketCounsel Trending: Regulatory Compliance and Risk Mitigation Issues Now
  • • Behind the Curtain: My Time at the SEC


  • • HR Best Practices for Growing Small Businesses
  • • Practice Disruptions: The Death of Geography, Refined Service Offerings, and Fee Compression
  • • Inner Beauty: Attract More Clients, Grow Organically, and Operate More Efficiently
  • • Doing Deals: Everyone’s a Buyer
  • • Integrating Outside Talent: Scaling Your Practice Through Inorganic Growth
  • • Economic Outlook: What Now?
  • • After-Action Review: The Insider’s Perspective on the 2016 Election
  • • The Symbiotic Relationship Between Personal Advice and Technology
  • • Heightened Supervision: The Dire Need to Protect Your Critical Systems, Sensitive Data, and Clients’ Private Information
  • • Countering the Perceived Robo Threat


  • • Crafting the “Day After” Plan
  • • Doing Valuation on the Back of a Napkin
  • • Identifying and Financing Long-Term Business Continuity

ActiFiAddepar AdvisorHUBsponsors_advizr BasisCode Compliance BlackRockBrinker Capital BroadridgeBroadstone Circle BlackDiscovery DataeMoney Envestnet TamaracEnvestnetExternalITFi360First TrustFolio Dynamixhidden leversLaserficheLive Oak BankLord AbbettLPL FinancialMarinerMatthews AsiaMy Virtual PPCNorima ConsultingOrionPentonPershingPPC LoanPKSRaymond <img src=Salentica CRMCharles SchwabScottrade Advisor ServicesSecurity BenefitSponsors_SourceMediaStarkweather & ShepleySupernovaSymmetryTD AmeritradeTriNet United CapitalVanareWarren Systems

Interested in becoming a sponsor, contact us.

MarketCounsel Summit - Logistics

4441 Collins Ave, Miami Beach, FL 33140
(305) 538-2000   |


MarketCounsel has negotiated a discounted nightly rate of $249, including complimentary high-speed internet access, use of the fitness facilities, and beach chairs for any downtime you can find. This special rate will be honored subject to availability. 


Virgin America for 5% off all published fares use code: MCVXMARKETSUMMIT16. Please have this code ready when you book your reservation at
Delta Airlines for 2-10% off all published fares. To take advantage of this discount, enter promotion code NMNGX when you book your reservation at
MarketCounsel Summit 2016 United Airlines
United Airlines for 2-10% off all published fares. To take advantage of the discount, enter promotion code ZWRG893445 when you book your reservation at
Check back soon for more details.


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