FOR IMMEDIATE RELEASE
Contact: Natalie Kaminsky
Tony DuBose Attends MarketCounsel Summit 2016
– Annual Conference Featured Industry Experts Speaking on the Challenges, Changes, and Controversies of Business and Compliance –
Plantation, FL – December 8, 2016 – Legacy Wealth Management’s Tony DuBose, AIF® attended MarketCounsel Summit 2016 on December 5th through 8th at the Fontainebleau Miami Beach. The conference created a platform for thought leaders to share with attendees relevant and timely content related to business and regulatory compliance solutions in the financial services industry. The Summit brought together a diverse audience of entrepreneurial wealth managers, top clients, custodians, and other service providers in the field.
This year’s MarketCounsel Summit included an unexpected appearance from President-elect Donald Trump’s campaign manager Kellyanne Conway filling in as the keynote for Reince Priebus, the Chairman of the Republican National Committee. Other notable speakers included Bill Taylor (author, co-founder and founding editor of Fast Company Magazine), and Andrew Bowden (former SEC (OCIE) Director), among others.
Beyond providing attendees with the latest information on the regulatory side of advising, the conference addressed delivering excellent client care. “Attending the MarketCounsel Summit this week has been an opportunity to refresh my business strategies and learn cutting edge best practices,” says DuBose, Managing Principal of Legacy Wealth Management. “I look forward to implementing new solutions at our firm to the benefit of our clients and stakeholders.”
Advisors participated in enlightening discussions on topics such as the polarized political climate in the US, April’s DOL fiduciary rule, and the current state of regulation for investment advisers. The four-day event concluded on Thursday, December 8th, with a series of in-depth Summit Labs on key topics, including social media and long-term business continuity. The Summit was hosted by MarketCounsel, a leading business and regulatory compliance consulting firm in the financial advising industry.
About Legacy Wealth Management
Legacy Wealth Management is a wealth management firm located in South Florida providing comprehensive financial planning and wealth management services. LWM offers clients unbiased, independent investment advice coupled with a sound financial plan that addresses their life goals. Its team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management provides investment services through several distinct platforms including professionally managed accounts, mutual funds, individual fixed income securities, private non-traded REIT's, insurance products and more.
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If you would like more information about this news release, please contact Natalie Kaminsky at (954) 474-7100 or email at [email protected]
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice Offered Through LWM Advisory Services, LLC, A Registered Investment Advisor. Legacy Wealth Management and LWM Advisory Services, LLC Are Separate Entities from LPL Financial.