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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Josh Brown
Josh Brown
Chief Executive Officer, Ritholtz Wealth Management
Josh Brown

Josh Brown has spent his career helping people invest and manage portfolios. He is the creator of The Reformed Broker blog and was ranked as the number one financial person to follow on social media by Barron’s, the Wall Street Journal and TIME Magazine.

Josh is the star of CNBC’s “The Halftime Report” and a featured columnist at Fortune Magazine. He is the author of the books Backstage Wall Street, (McGraw-Hill, 2012) and Clash of the Financial Pundits (McGraw-Hill, 2014). In addition to serving as CEO of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze and Brightscope, two of the leading financial technology startups bringing transparency and analytics to the investment business.

In 2015, Investment News named Josh Brown to their “40 Under 40” list of influential financial advisors who represent the future of the wealth management industry. When he’s not working, Josh can probably be found with his wife and two children in their hometown on the south shore of Long Island.

Featured In:
  • Keynote
  • Tuesday September 12, 2017 4:40pm - 5:10pm