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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Joe Duran - Disrupt|Advice
Joseph J. Duran, CFA®
Chief Executive Officer and Founding Partner, United Capital
Joe Duran - Disrupt|Advice

Joe Duran is Chief Executive Officer and founding partner of United Capital, the nation’s first and largest financial life management company. A proven entrepreneur, investor, best-selling author and sought-after industry speaker, Joe previously built Centurion Capital, which he sold to General Electric Financial in 2001 and served as President.

United Capital currently manages more than $16 billion in client assets and advises on $7 billion in plan assets. The firm has more than 80 locations and 550 employees. The company has financial backing from Bessemer Venture Partners, Sageview Capital and Grail Partners.

Joe is a renowned industry visionary with featured columns in both InvestmentNews and Time Inc.’s Money.com. He is a frequent contributor to CNBC, Fox Business, Bloomberg and PBS and appears regularly in both traditional and online media.

Joe was a recipient of the prestigious Ernst & Young Entrepreneur of the Year award in 2015 and the Schwab Pacesetter Impact award. His most recent book, The Money Code: Improve Your Entire Financial Life Right Now, achieved best seller status on both The New York Times and USA Today lists. Joe has an undergraduate degree from Saint Louis University and MBA degrees from both UC Berkeley and Columbia University. He earned his Chartered Financial Analyst designation in 1997.

Most importantly, Joe is lucky to have a wonderful family that inspires him every day. Joe, his wife Jen, and their daughters Charlotte, Juliette and Samantha live in Newport Coast, CA.

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