December 69, 2021



The MarketCounsel Summit has become the industry’s capstone event each year, bringing together leaders from the country’s preeminent independent wealth management firms, the industry’s top-tier service providers, and media that covers the space. It’s a forum that convenes these critical stakeholders to come together and join in the critical conversation, engaging dialogue and civilized debate. It’s a venue for the profession’s leaders to escape the office, assess the landscape, and examine the opportunities and threats that lie ahead for independent wealth managers, all while working to identify potential areas for improvement.

This year we’ll continue to elevate the MarketCounsel Summit experience, taking this seminal event to even greater heights. This year’s event is invitation-only and exclusively live and in-person. We have been hard at work all year assembling an amazing curriculum, and we are planning for a rigid set of safety precautions to mitigate risk and ensure the health of our guests.

MarketCounsel Summit Past Event Highlights