Please join Aite Group senior analyst Alois Pirker as he leads a panel discussion on the phenomenon of breakaway brokers and how this trend is impacting the U.S. wealth management industry. The distinguished group of panelists includes:

•  Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions
•  Mark Healy, Executive Vice President of Client Services,
                         National Financial
•  Michael Paley, Senior Vice President, Focus Financial Partners

Panelists will discuss the motivation behind these financial advisors' decisions to go independent, options available to breakaway brokers, and products and technologies that can help win these advisors. The panel will also share its thoughts on the direction of the overall independent advisor space and the hybrid advice model, in particular.

What:     Panel Discussion and Continental Breakfast
When:    Tuesday, June 23rd
               8:00 am - 10:00 am
Where:   Bayard's
               One Hanover Square
               New York, NY 10004
Cost:       Free to clients of Aite Group's Retail Securities & Investments
               Practice;
               $300 for non-clients

To register, please follow the link below. You will be contacted for payment, if applicable.

For more information, please contact:

Patrick Kilhaney
Marketing & Communications Manager
pkilhaney@aitegroup.com
(718) 522-2524