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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Shuang Chen
CEO, RightCapital

Shuang Chen, Co-founder and CEO of RightCapital, has more than 15 years of experience in the financial services industry. Prior to co-founding RightCapital, Shuang was a Senior Vice President at Prudential Financial where he was responsible for product development of saving and retirement products for Prudential's annuity business. Shuang has developed specific retirement income product solutions with patents pending with the U.S. Patent and Trademark Office. Shuang has earned the prestigious Chartered Financial Analyst (CFA) designation. He is also a Fellow of the Society of Actuaries (FSA), and a Professional Risk Manager (PRM). Shuang graduated from Columbia University with a Master of Business Administration (MBA) degree. Outside of work, Shuang enjoys spending time with his wife and three kids hiking and biking. His (rather young) kids constantly mention Shark Tank and provide free advice on what he should tell the Sharks should he ever decide to go that route.