an industry in transition summit

Nov. 19, 2019: Rogge Dunn Will Be a Keynote Speaker at AdvisorHub’s Financial Advisor Summit in NYC

Rogge Dunn will be one of the Keynote Speakers at AdvisorHub’s Financial Advisor Summit in NYC

AdvisorHub: An Industry in Transition Financial Advisor Summit

November 19th, 2019

The University Club, 1 W. 54th street, New York City

8:00 AM – 4:30 PM, followed by cocktails

The Summit will address some of the hot issues affecting advisors: 

  • Broker Protocol developments
  • The impending SEC best-interest rules
  • Big firms vs. RIAs
  • The growth of independent channels, including FiNet offered by a traditional firm like Wells Fargo. 

Speakers will discuss best practices for managing your team, growth and extracting equity from your practice as you approach retirement. 

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