Our members gathered in Orlando last week for OneVoice 2016, an opportunity not only to celebrate recent successes but to reinforce our strategic imperatives for the future. As the DOL’s fiduciary rule makes clear, this will likely be another challenging year on the regulatory front for the industry, and the event served as an important reminder of the obstacles ahead and how active member engagement is critical to our advocacy efforts.
Other highlights included:
- A keynote address by tech entrepreneur Josh Linkner, who focused on the importance of cultivating an environment that allows an organization’s best and most creative ideas to flourish into practical outputs that can be applied on a daily basis.
- An insider’s look at the regulatory environment from FINRA Chief Legal Officer Robert L.D. Colby, SEC Director of Trading and Markets Steven Luparello and State of Maine Securities Administrator Judith Shaw.
- A wide-ranging discussion touching on industry trends, top strategies for growth and other tips to maximize success among McLaughlin Ryder Investments, Inc. President & CEO Shawn McLaughlin, Lincoln Investments President & CEO Edward Frost and Raymond James Financial Services President Scott Curtis.
As always, the conference also featured a broad spectrum of discussion panels and breakout sessions on topics ranging from technology trends and recruiting, to due diligence and marketing best practices. We thank all the attendees this year, and look forward to seeing everyone at OneVoice 2017, scheduled for January 23-25 in San Francisco.