MarketCounsel Summit - Register

The MarketCounsel Summit returns to the Fontainebleau Miami Beach from December 4—7, 2017 for what will again be the industry’s most explosive event. Now in its 10th year, The MarketCounsel Summit brings the industry’s top executives and influencers together to an independent forum like no other industry conference. There has never been a more critical time to host a forum for debate and dialogue among the best and brightest in the industry to facilitate important and, often, controversial conversations, all with the objective of advancing the utility of the independent investment adviser in a thoughtful and provocative manner. MarketCounsel achieves this goal each year with the capstone event of the conference season. This is one event you will not want to miss.

MarketCounsel Summit - Buzz/News
MarketCounsel Summit - Agenda
We’ve assembled an amazing program befitting of the conference’s 10th year; pairing outstanding headliners with an impeccable roster of faculty to address the most pressing issues facing the independent investment advisers and their profession. The MarketCounsel Summit continues to accelerate the impact and relevance of this conference on the wealth management community, fostering provocative and productive discourse.  Attendees always leave armed with new ideas, new relationships and new perspectives on major business impacts as well as the most up-to-date business and regulatory compliance practices. 

  • • T3 Elite Advisors Symposium (pre-conference)
  • • Entrepreneurial Pursuit for Prospective RIAs (pre-conference)
  • • Member Orientation (pre-conference)
  • • MSUM Supper Clubs (invite only)
  • • MSUM Launch Party


  • • Call to Order & State of the Industry
  • • Best Practices Gleaned from Bad Organizations
  • • Management and Compensation Systems of Terror Networks
  • • Cause and Effect: Geopolitical Hotspots and Investments
  • • Covering the Industry in 2017
  • • Around the Horn: Roundtable Discussion Among MarketCounsellors
  • • The State of Legal Restraints in the Financial Services Industry
  • • What the Broker Protocol Reveals About Labor Mobility
  • • Wired Differently
  • • Cocktail Reception
  • • MarketCounsel After-Hours


  • • Morning Wake-Up Call
  • • Growth by Brand Development
  • • Growing with OPM
  • • Growing Beyond Four Walls
  • • The True Cost of Capital Infusion
  • • The Mythical Business Persona
  • • The Futurist’s Wake Up Call
  • • The Innovation Dilemma
  • • Cultivating the Profession’s NextGen
  • • Will the Real Cyber Threats Please Stand Up?
  • • Live Auction Reception
  • • MarketCounsel After-Hours


  • • MSUM_Lab: Distinguishing the Model
  • • MSUM_Lab: Technical Regulatory Compliance
  • • MSUM_Lab: Passing the Baton
  • • MSUM_Lab: The Cybersecurity Decoder Ring
  • • DeVoe M&A + Workshop (post-conference)


MarketCounsel Summit - Faculty
MSUM 2017 Headliners and Faculty
MarketCounsel Summit - Logistics

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


MarketCounsel has negotiated a discounted nightly rate of $269, 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.

 Please be vigilant if approached by any company or service that implies or claims to be a housing provider for the MarketCounsel Summit 2017. We do not work with or endorse any housing companies or travel agencies.  All hotel reservations are made directly with the Fontainebeau Miami Beach.  We are aware that other housing companies or travel agencies may contact you or your company to book your guest rooms through them. Neither MarketCounsel or Fontainebleau Miami Beach have any affiliation with these organizations and cannot vouch for their services in any way. Entering into financial agreements with non-endorsed companies can potentially cost you thousands of dollars with no guarantee of an actual hotel reservation. Reservations through these agencies or companies are made at your own risk and responsibility.



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