Disrupt|Advice
Disrupt|Advice

Wealth management is changing rapidly, and those advisers that will succeed in the long run are those who embrace, prepare for and readily adapt to change. This new, two-day event will focus on the myriad forces that are disrupting the world of financial advice, from digital platforms and tools, pricing pressures, regulatory pressures, innovations in practice management, demographic changes, as well as new asset classes and investment vehicles that are attracting attention.

Featured Speakers
Featured Speakers
2017 Demo Presenters
2017 Demo Presenters
Schedule at a Glance
Schedule at a Glance
Find Out More
Find Out More
  • PLAN YOUR STAY AT THE DISRUPT|ADVICE CONFERENCE

    CROWNE PLAZA

    TIMES SQUARE

    • 1605 Broadway

    • New York, NY 10019


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FAQs
FAQs
    1. What is Disrupt|Advice?

      • Disrupt|Advice is the first conference that’s laser-focused on all the ways the financial advice business is changing. This event will prepare advisers for technology advances, regulatory shifts, product trends and practice management best practices.

    2. Who are the creators of the event?

      • Disrupt|Advice is brought to you by SourceMedia, publishers of Financial Planning, On Wall Street, and Bank Investment Consultant.

    3. Who will attend?

      • This event will bring together all the players the financial planning and wealth management ecosystem to share a vision of how the industry is changing, and how advisers can both adapt to the changes and maintain a trusted role.

    4. Where and When?

Presented by:
Presented by:
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John R. Augenblick
President, Rockwood Wealth Management

John R. Augenblick is the President of Rockwood Wealth Management, and committed to the development and growth of conflict-free comprehensive financial planning and investment management. With expertise well respected in the community, he writes a finance column for the Bucks County Herald independent newspaper and serves as the Chairman of the Board of the Mercer Museum and Fonthill Castle.

Prior to founding Rockwood Wealth Management, John served his country as a naval officer in the submarine warfare community. A certified nuclear engineer, John supervised the operation of naval nuclear reactors and was responsible for nuclear weapons targeting and training.

John graduated from the United States Naval Academy with distinction, earning a degree in Systems Engineering. While teaching engineering at the United States Naval Academy, John earned his MBA at Johns Hopkins University where he focused his studies on portfolio development, investment analysis, and corporate management. John is a CERTIFIED FINANCIAL PLANNER (CFP®) Practitioner.

John lives in Solebury, Pennsylvania with his wife, Elizabeth, and their two children. John is an automobile enthusiast, an advocate of land preservation, and enjoys playing soccer, sailing, traveling, and spending time with his family and friends.

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