CINXE.COM
2020 Forbes/SHOOK Top Advisor Summit – ForbesLive
<!DOCTYPE html><html lang="en-US"><head><script type="text/javascript" src="/_static/js/bundle-playback.js?v=HxkREWBo" charset="utf-8"></script> <script type="text/javascript" src="/_static/js/wombat.js?v=txqj7nKC" charset="utf-8"></script> <script>window.RufflePlayer=window.RufflePlayer||{};window.RufflePlayer.config={"autoplay":"on","unmuteOverlay":"hidden"};</script> <script type="text/javascript" src="/_static/js/ruffle/ruffle.js"></script> <script type="text/javascript"> __wm.init("https://web.archive.org/web"); __wm.wombat("https://www.forbes.com/forbes-live/event/2020forbesshooktopadvisorsummit/sponsor/","20201130032920","https://web.archive.org/","web","/_static/", "1606706960"); </script> <link rel="stylesheet" type="text/css" href="/_static/css/banner-styles.css?v=S1zqJCYt" /> <link rel="stylesheet" type="text/css" href="/_static/css/iconochive.css?v=3PDvdIFv" /> <!-- End Wayback Rewrite JS Include --> <meta charset="UTF-8"/> <meta name="viewport" content="width=device-width, user-scalable=no, initial-scale=1"/> <meta name="apple-mobile-web-app-capable" content="yes"/> <link href="https://web.archive.org/web/20201130032920cs_/https://fonts.googleapis.com/css?family=Work+Sans&display=swap" rel="stylesheet"> <link rel="apple-touch-icon" sizes="180x180" href="https://web.archive.org/web/20201130032920im_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/favicons/apple-touch-icon.png"/> <link rel="icon" type="image/png" href="https://web.archive.org/web/20201130032920im_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/favicons/favicon-32x32.png" sizes="32x32"/> <link rel="icon" type="image/png" href="https://web.archive.org/web/20201130032920im_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/favicons/favicon-16x16.png" sizes="16x16"/> <link rel="manifest" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/favicons/manifest.json"/> <link rel="mask-icon" href="https://web.archive.org/web/20201130032920im_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/favicons/safari-pinned-tab.svg" color="#000000"/> <meta name="theme-color" content="#ffffff"/> <meta name="description" content="Forbes and SHOOK Research are teaming up to host the second annual gathering of the world’s top preeminent wealth advisors and industry leaders. This exclusive forum—convening a group that represents nearly $1 trillion of assets under management—will provide the industry’s highest-level insights tailored for America’s most elite advisors."><script type="application/ld+json">{"@context":"https://web.archive.org/web/20201130032920/http://schema.org","@type":"Event","name":"Forbes-Shook Top Advisor Summit","description":"Forbes and SHOOK Research are teaming up to host the second annual gathering of the world\u2019s top preeminent wealth advisors and industry leaders. This exclusive forum\u2014convening a group that represents nearly $1 trillion of assets under management\u2014will provide the industry\u2019s highest-level insights tailored for America\u2019s most elite advisors.","startDate":"2019-02-25","endDate":"2019-02-27","image":"https://web.archive.org/web/20201130032920/http://34.226.3.41/forbes-live/wp-content/uploads/2017/07/ShookHeaderImage.jpg","eventStatus":"https://web.archive.org/web/20201130032920/http://schema.org/eventScheduled","url":"https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2020forbesshooktopadvisorsummit/","location":{"@type":"Place","name":"Bellagio","url":"https://web.archive.org/web/20201130032920/https://www.bellagio.com/en.html","address":{"@type":"PostalAddress","addressRegion":"NV","addressLocality":"Las Vegas"}}}</script><title>2020 Forbes/SHOOK Top Advisor Summit – ForbesLive</title><link rel="dns-prefetch" href="//web.archive.org/web/20201130032920/https://munchkin.marketo.net/"/><link rel="stylesheet" id="wp-block-library-css" href="https://web.archive.org/web/20201130032920cs_/https://www.forbes.com/forbes-live/wp-includes/css/dist/block-library/style.min.css?ver=5.2.3" type="text/css" media="all"/><link rel="stylesheet" id="ult_marketo_forms-css" href="https://web.archive.org/web/20201130032920cs_/https://www.forbes.com/forbes-live/wp-content/plugins/ultimate-marketo-forms/public/css/ult_marketo_forms-public.css?ver=1.0.1" type="text/css" media="all"/><link rel="stylesheet" id="pricing-sections-css-css" href="https://web.archive.org/web/20201130032920cs_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/css/pricing-sections.css?ver=1598176222" type="text/css" media="all"/><script type="text/javascript" src="https://web.archive.org/web/20201130032920js_/https://www.forbes.com/forbes-live/wp-includes/js/jquery/jquery.js?ver=1.12.4-wp"></script><script type="text/javascript" src="https://web.archive.org/web/20201130032920js_/https://www.forbes.com/forbes-live/wp-includes/js/jquery/jquery-migrate.min.js?ver=1.4.1"></script><script type="text/javascript" src="https://web.archive.org/web/20201130032920js_/https://www.forbes.com/forbes-live/wp-content/plugins/ultimate-marketo-forms/public/js/forms2.min.js?ver=1.0.1"></script><script type="text/javascript" src="https://web.archive.org/web/20201130032920js_/https://www.forbes.com/forbes-live/wp-content/plugins/ultimate-marketo-forms/public/js/ult_marketo_forms-public.js?ver=1.0.1"></script><script type="text/javascript" src="//web.archive.org/web/20201130032920js_/https://munchkin.marketo.net/munchkin.js?ver=1.0.1"></script><link rel="canonical" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2020forbesshooktopadvisorsummit/"/><link rel="shortlink" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/?p=24394"/> <script type="text/javascript"> YCD_VERSION=1.42 </script> <link rel="stylesheet" href="https://web.archive.org/web/20201130032920cs_/https://maxcdn.bootstrapcdn.com/font-awesome/4.7.0/css/font-awesome.min.css"/><link rel="stylesheet" href="https://web.archive.org/web/20201130032920cs_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/css/_styles.min.css"/><link rel="stylesheet" href="https://web.archive.org/web/20201130032920cs_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/style.css"/><script>(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//web.archive.org/web/20201130032920/https://www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-5883199-18', 'auto'); ga('send', 'pageview');</script> <style> .bg-color, button.button.active, #nprogress .bar { background-color: #1b507e !important; } .button.bg-color:hover, a.bg-color:hover { background-color: #0f4472 !important; } .text-color, .text-hover:hover, button.button:not(.active) { color: #1b507e !important; } .border-color, button { border-color: #1b507e !important; } .button.border-color.text-color:hover, button.button.active:hover, button.button:not(#activate-search):hover { background-color: #0f4472 !important; color: #ffffff !important; } button.button:hover, .button.button-hollow:hover { border-color: #0f4472 !important; } .dark .button.border-color.text-color:not(.text-color), .dark .button.border-color.text-color:hover, .dark button.button.active:hover, .dark button.button:not(#activate-search):hover { color: #000000 !important; } .logo a:hover svg path { fill: #1b507e !important; } .fancybox-show-infobar .fancybox-infobar, .fancybox-infobar__body, .fancybox-button { background: rgba(27, 80, 126, 1); } .fancybox-button:hover { background: rgba(15, 68, 114, 1); } #nprogress .spinner-icon { border-top-color: #1b507e; border-left-color: #1b507e; } .tab-slider-section h3, .tab-slider-section h4 { color: #1b507e; } </style> <meta property="og:title" content="Forbes-Shook Top Advisor Summit"/><meta property="og:type" content="website"/><meta property="og:url" content="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2020forbesshooktopadvisorsummit/"/><meta property="og:image" content="https://web.archive.org/web/20201130032920im_/https://flive.imgix.net/uploads/2019/12/DSC_0830_medium.jpg"/><meta property="og:description" content="Forbes and SHOOK Research are teaming up to host the second annual gathering of the world’s top preeminent wealth advisors and industry leaders. This exclusive forum—convening a group that represents nearly $1 trillion of assets under management—will provide the industry’s highest-level insights tailored for America’s most elite advisors."/><meta property="fb:app_id" content="123694841080850"><meta name="twitter:card" content="summary_large_image"><meta name="twitter:site" content="@forbes"><meta name="twitter:title" content="Forbes-Shook Top Advisor Summit"><meta name="twitter:description" content="Forbes and SHOOK Research are teaming up to host the second annual gathering of the world’s top preeminent wealth advisors and industry leaders. This exclusive forum—convening a group that represents nearly $1 trillion of assets under management—will provide the industry’s highest-level insights tailored for America’s most elite advisors."><meta name="twitter:image" content="https://web.archive.org/web/20201130032920im_/https://flive.imgix.net/uploads/2019/12/DSC_0830_medium.jpg"> <script type="text/javascript"> (function() { var didInit = false; function initMunchkin() { if(didInit === false) { didInit = true; Munchkin.init('790-SNV-353', {"wsInfo":"j1RQ"}); } } var s = document.createElement('script'); s.type = 'text/javascript'; s.async = true; s.src = '//web.archive.org/web/20201130032920/https://munchkin.marketo.net/munchkin.js'; s.onreadystatechange = function() { if (this.readyState == 'complete' || this.readyState == 'loaded') { initMunchkin(); } }; s.onload = initMunchkin; document.getElementsByTagName('head')[0].appendChild(s); })(); </script></head><body class="event-template-default single single-event postid-24394 var-sponsor preload not-mobile elementor-default" data-title="2020 Forbes/SHOOK Top Advisor Summit" data-site="https://www.forbes.com/forbes-live" data-stats="show_stats_attendee, show_stats_sponsor"> <div class="wrapper"> <header class="top "> <nav class="navMain"> <div class="logo"> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live" class="home internal-nav"> <svg version="1.1" id="Layer_1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewbox="0 0 495.6 278.1" enable-background="new 0 0 495.6 278.1" xml:space="preserve" width="88px"> <g> <path d="M268.9,32.9c-6.8,0-12.3,1.8-18,4.6c0.1-16.1,0.3-30.2,0.6-35.5l-33.2,6.4v3l3.2,0.4c4.6,0.6,6.4,3.3,6.9,9.5 c1,11.8,0.9,75.3,0,85.5c8.9,2,18.6,3.5,28.3,3.5c26.3,0,42.2-16.3,42.2-42C298.9,47.7,286.1,32.9,268.9,32.9z M257.3,105.2 c-1.9,0-4.3-0.3-5.7-0.5c-0.5-7.1-0.8-36.5-0.8-62.2c3-1,5.1-1.3,7.7-1.3c10.9,0,17,12.6,17,28.5 C275.7,89.8,268.1,105.2,257.3,105.2z"/> <path d="M93.1,4.3H5.9v4.2l4.6,0.6c6.7,1,9.2,5.1,10,14.5c1.5,18,1.3,50.2,0,65.7c-0.8,9.4-3.3,13.5-10,14.5l-4.6,0.6v4.2h56.1 v-4.2l-5.9-0.6c-6.7-1-9.2-5.1-10-14.5c-0.5-6.4-0.9-17.2-1-29.8l11.6,0.4c7.7,0.3,10.9,6,12.8,14.4l4.3,0V39l-4.3,0 c-1.9,8.5-5.1,14.2-12.8,14.4L45,53.8c-0.1-16.7,0.2-32.7,1-42.3h17.2c13.4,0,20.6,8.5,25.1,23.6l5.2-1.4L93.1,4.3z"/> <path d="M121.5,32.1c24.8,0,37.1,16.8,37.1,39c0,21.6-13.9,39.4-38.7,39.4c-24.8,0-37.1-16.8-37.1-39 C82.8,49.8,96.7,32.1,121.5,32.1z M120.2,36.9c-11,0-14,14.8-14,34.4c0,19,4.9,34.4,15,34.4c11,0,14-14.8,14-34.4 C135.2,52.2,130.3,36.9,120.2,36.9z"/> <path d="M305,71.9c0-20.5,12.9-39.8,38.5-39.8c20.8,0,30.7,15.4,30.8,35.6H328c-0.5,18.3,8.8,31.7,26.5,31.7c7.8,0,12-1.9,16.7-5.5 l2.2,2.6c-5.1,7.1-15.9,13.9-30.1,13.9C320.9,110.4,305.1,94.6,305,71.9z M328.1,62.5l23.3-0.5c0.1-10.3-1.5-25-9.9-25 C333.1,37,328.3,50.9,328.1,62.5z"/> <path d="M433.2,36.1c-5.5-2.5-13.7-4-22.4-4c-18.7,0-30,10.9-30,23.7c0,13.1,8.5,18.3,20.3,22.5c12.7,4.5,16,8,16,13.9 c0,6-4.4,11.7-12.4,11.7c-9.4,0-16.4-5.5-21.9-20.7l-3.8,1l0.7,21.7c6.2,2.5,16.7,4.6,26.2,4.6c19.8,0,31.8-9.6,31.8-25.3 c0-10.5-5.1-16.3-18.1-21.3c-14-5.4-18.9-8.8-18.9-15.3c0-6.5,4.3-11,10.3-11c9,0,15.1,5.6,19.2,18.7l3.8-1L433.2,36.1z"/> <path d="M223.3,34.2c-8.4-5-23.6-2.6-31.4,15.1l0.4-17.3l-33.1,6.4v3l3.2,0.4c4.6,0.6,6.4,3.3,7,9.5c1,11.8,0.9,33,0,43.2 c-0.5,6.2-2.3,8.9-7,9.5l-3.2,0.4v4.2h46v-4.2l-6-0.4c-4.6-0.6-6.4-3.3-6.9-9.5c-0.8-9.4-1-28-0.2-40.1c2.2-3.7,13-6.6,23.1,0.1 L223.3,34.2z"/> </g> <g> <path d="M82.6,272.7V122.6h34.8V241h60.2v31.7H82.6z"/> <path d="M192.6,272.7V122.6h34.8v150.1H192.6z"/> <path d="M312.3,273.9h-4.1l-71.7-151.3h39.9l34.2,81.1l34.2-81.1H384L312.3,273.9z"/> <path d="M392.2,272.7V122.6h95v31.9H427v26.8h54.9v30.3H427V241h60.2v31.7H392.2z"/> </g> </svg> </a> </div> <ul class="main-menu"> <li> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/about-forbeslive/" class="internal-nav nav-about text-hover">About</a> </li> <li class=" hasDropDown"> <span class="title"> <span class="nav-attend">Attend</span> <i class="fa fa-angle-down"></i> </span> <div class="dropdown-wrap"> <ul class="dropDown" aria-hidden="true"> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/connect/events/" class="nav-forbes-connect-events">Forbes Connect Events</a> </li> </ul> </div> </li> <li class=" hasDropDown"> <span class="title"> <span class="nav-sponsor">Sponsor</span> <i class="fa fa-angle-down"></i> </span> <div class="dropdown-wrap"> <ul class="dropDown" aria-hidden="true"> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/connect/events/sponsor" class="nav-forbes-connect-events">Forbes Connect Events</a> </li> </ul> </div> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/custom-events/" class="internal-nav nav-custom-events text-hover">Custom Events</a> </li> <li class=" hasDropDown"> <span class="title"> <span class="nav-past-events">Past Events</span> <i class="fa fa-angle-down"></i> </span> <div class="dropdown-wrap"> <ul class="dropDown" aria-hidden="true"> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2020forbesshooktopadvisorsummit/" class="nav-2020-forbes-shook-top-advisor-summit">2020 Forbes/SHOOK Top Advisor Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cio-next-2019/" class="nav-2019-cio-next">2019 CIO Next</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-healthcare-summit/" class="nav-2019-healthcare-summit">2019 Healthcare Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-under-30-summit-europe/" class="nav-2019-under-30-summit-europe">2019 Under 30 Summit – Europe</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-cmo-summit-europe/" class="nav-2019-cmo-summit-europe">2019 CMO Summit – Europe</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-cmo/" class="nav-2019-cmo-summit">2019 CMO Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-under-30-summit/" class="nav-2019-under-30-summit">2019 Under 30 Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-agtech-summit-indianapolis/" class="nav-2019-agtech-summit-indianapolis">2019 AgTech Summit: Indianapolis</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019forbesshookontheroad-2/" class="nav-2019-forbes-shook-on-the-road">2019 Forbes | SHOOK On The Road</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019cloud-100/" class="nav-2019-cloud-100-celebration-dinner">2019 Cloud 100 Celebration Dinner</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-philanthropy-summit/" class="nav-2019-philanthropy-summit">2019 Philanthropy Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-agtech-summit/" class="nav-2019-agtech-summit-salinas">2019 AgTech Summit – Salinas</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-womens-summit/" class="nav-2019-womens-summit">2019 Women's Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-under-30-global-retreat/" class="nav-2019-under-30-global-retreat">2019 Under 30 Global Retreat</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019forbesshookontheroad/" class="nav-2019-forbes-shook-on-the-road">2019 Forbes | SHOOK On The Road</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-opportunity-zones/" class="nav-2019-forbes-opportunity-zones-summit-investing-for-impact">2019 Forbes Opportunity Zones Summit: Investing for Impact</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cio-2019/" class="nav-2019-cio-summit">2019 CIO Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/under-30-global-2019/" class="nav-2019-under-30-global-womens-summit">2019 Under 30 Global Women’s Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019-boardforward-awards-west-coast/" class="nav-2019-boardforward-awards-west-coast">2019 #BoardForward Awards – West Coast</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2019shooktopadvisorsummit/" class="nav-2019-shook-top-advisor-summit">2019 SHOOK Top Advisor Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/2018-cmo-europe/" class="nav-2018-cmo-europe">2018 CMO Europe</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/healthcare-2018/" class="nav-2018-healthcare-summit">2018 Healthcare Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cmo-summit-2018/" class="nav-2018-cmo-summit">2018 CMO Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/agtech-summit-indianapolis/" class="nav-2018-agtech-indianapolis">2018 AgTech Indianapolis</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/small-giants-2018/" class="nav-2018-small-giants">2018 Small Giants</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cio-next-2018/" class="nav-2018-cio-next">2018 CIO Next</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/under-30-europe/" class="nav-under-30-europe">Under 30 Europe</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cloud-100/" class="nav-2018-cloud-100">2018 Cloud 100</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/100th-anniversary/" class="nav-100th-anniversary">100th Anniversary</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/agtech-summit-indianapolis/" class="nav-2018-agtech-indianapolis">2018 AgTech Indianapolis</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/agtech-summit-2018/" class="nav-2018-agtech-salinas">2018 AgTech Salinas</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cio-summit-2018/" class="nav-2018-cio-summit">2018 CIO Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/top-advisors-summit-2018/" class="nav-2018-forbes%e2%80%a2shook-top-advisors">2018 Forbes•SHOOK Top Advisors</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/idea-summit/" class="nav-2018-i-d-e-a-summit">2018 I.D.E.A. Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/under-30-summit-global-2018/" class="nav-2018-under-30-global">2018 Under 30 Global</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/womenforbes-at-u30/" class="nav-womenforbes-under30-closing-the-tech-gap">Women@Forbes Under30: Closing the Tech Gap</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/womens-summit-2018/" class="nav-womens-summit">Women's Summit</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/under-30-europe/" class="nav-under-30-europe">Under 30 Europe</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cloud-100/" class="nav-2018-cloud-100">2018 Cloud 100</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/womenforbes-under30-closing-the-investment-gap/" class="nav-womenforbes-under-30-closing-the-investment-gap">Women@Forbes Under 30 : Closing the Investment Gap</a> </li> <li> <a class="text-hover" href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/event/cio-next-2018/" class="nav-2018-cio-next">2018 CIO Next</a> </li> </ul> </div> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/contact/" class="internal-nav nav-contact text-hover">Contact</a> </li> </ul> <div class="right header-icons"> <div class="search-container"> <div class="icon icon-search"> <button class="unstyle" id="activate-search"> <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 22 22"><defs><style>.a{fill:#fff;}</style></defs><title>icon-search</title><path class="a" d="M22,19.85l-5.64-5.64a9,9,0,1,0-2.12,2.12L19.85,22ZM3,9a6,6,0,1,1,6,6A6,6,0,0,1,3,9Z"/></svg> </button> </div> <div class="search-form" aria-hidden="true"> <form role="search" method="get" id="searchform" class="searchform" action="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live"> <div id="msiePlaceholder"> <label class="screen-reader-text" for="s">Search for:</label> <input type="text" name="s" id="s" placeholder="search"/> </div> </form> </div> </div> <div class="icon icon-share"> <button class="unstyle" id="activate-share"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" version="1.1" id="Capa_1" x="0px" y="0px" viewbox="0 0 48.665 48.665" style="enable-background:new 0 0 48.665 48.665;" xml:space="preserve"> <path d="M40.332,31.592c-2.377,0-4.515,1-6.033,2.598l-17.737-8.686c0.061-0.406,0.103-0.82,0.103-1.246 c0-0.414-0.04-0.818-0.098-1.215l17.711-8.589c1.519,1.609,3.666,2.619,6.054,2.619c4.603,0,8.333-3.731,8.333-8.333 c0-4.603-3.73-8.333-8.333-8.333s-8.333,3.73-8.333,8.333c0,0.414,0.04,0.817,0.098,1.215l-17.709,8.589 c-1.519-1.609-3.666-2.619-6.054-2.619C3.73,15.925,0,19.656,0,24.258c0,4.603,3.73,8.333,8.333,8.333 c2.377,0,4.515-1,6.033-2.596l17.736,8.685c-0.062,0.406-0.104,0.82-0.104,1.245c0,4.604,3.73,8.333,8.333,8.333 s8.333-3.729,8.333-8.333C48.665,35.322,44.935,31.592,40.332,31.592z" fill="#FFFFFF"/> </svg> </button> <div class="share-dropdown dropdown"> <ul> <li> <a href="https://web.archive.org/web/20201130032920/https://www.facebook.com/forbes" class="text-hover facebook" target="_blank"> <i class="fa fa-facebook"></i> <span class="text">Facebook</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://twitter.com/forbes" class="text-hover twitter" target="_blank"> <i class="fa fa-twitter"></i> <span class="text">Twitter</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.linkedin.com/company-beta/5597/?pathWildcard=5597" class="text-hover linkedin" target="_blank"> <i class="fa fa-linkedin"></i> <span class="text">LinkedIn</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.instagram.com/forbes/?hl=en" class="text-hover instagram" target="_blank"> <i class="fa fa-instagram"></i> <span class="text">Instagram</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.youtube.com/user/forbes" class="text-hover youtube" target="_blank"> <i class="fa fa-youtube"></i> <span class="text">YouTube</span> </a> </li> </ul> </div> </div> </div> <button class="mobileNav-btn" id="mobileNav-btn"> <svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 30 24" width="30px" height="24px"><rect id="icon-top" y="3" width="30" height="2" fill="white"/><rect id="icon-mid" y="11" width="30" height="2" fill="white"/><rect id="icon-bottom" y="19" width="30" height="2" fill="white"/></svg> </button></nav> </header> <main class="main"> <section class="hero hero-event fluid full-image gradient-bottom-quarter parallax-window" data-parallax="scroll" data-src="https://flive.imgix.net/uploads/2019/12/DSC_0830_medium.jpg"> <div class="container"> <div class="content"> <h1>2020 Forbes/SHOOK Top Advisor Summit</h1> <div class="cols"> <div class="col"> <h6>When</h6> <h2>Feb 24–26, 2020</h2> </div> <div class="col"> <h6>Where</h6> <h2>Wynn, Las Vegas</h2> </div> <div class="col"> <h6>Social</h6> <h2>#ForbesTopAdvisor</h2> </div> </div> </div> </div> </section> <section class="text about has-get-involved-btn"> <div class="container"> <div class="event-logo"> <img class="fluid" data-fluid="{"h":"", "q":"100"}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/12/Untitled-10-01-1.png"> </div> <h2>About The Event</h2> <div class="content"> <p style="text-align: center;">Forbes and SHOOK Research are teaming up to host the fourth annual gathering of the world’s top preeminent wealth advisors and industry leaders, the <a href="https://web.archive.org/web/20201130032920/https://www.shookresearch.com/2020-forbes-shook-top-advisor-summit.html">2020 Forbes/SHOOK Top Advisor Summit</a>. This exclusive forum—convening a group that represents nearly $1 trillion of assets under management—will provide the industry’s highest-level insights tailored for America’s most elite advisors.</p> <div class="buttons button-group"> <button id="toggle-attend" class="ga button event-button ">Attend</button> <button id="toggle-sponsor" class="ga button event-button active">Sponsor</button> </div> </div> </div> <div class="lightbox-hidden lightbox-form" id="text-buttons-3096"></div> <a href="#get-involved-form" class="floating-btn is-hidden" id="gi-floating-btn"> <div class="text">Get Involved</div> </a> <div class="sticky-button-trigger"></div> </section> <section class="section-1 odd text attend dark toggle-attend"> <div class="container"> <h2>Interested in Attending?</h2> <div class="content"> <p>Registration for the Forbes/SHOOK Top Advisor Summit is available using the link below. Please email forbesmarketing@forbes.com if you have any questions.</p> <div class="buttons"> <a href="https://web.archive.org/web/20201130032920/https://www.shookresearch.com/2020-forbes-shook-top-advisor-summit.html#register" class="button bg-color skip-process"> Register Here </a> <a href="https://web.archive.org/web/20201130032920/https://www.shookresearch.com/2020-forbes-shook-top-advisor-summit-agenda.html" class="button button-hollow text-color border-color skip-process"> View Agenda </a> </div> </div> </div></section><section class="section-2 even full-image gradient-bottom"> <a class="play unstyle" data-fancybox="reel" href="https://web.archive.org/web/20201130032920/https://www.youtube.com/watch?time_continue=1&v=jOBPhj4TEHo"></a> <figure> <img class="fluid" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/RJSHOOK.png" data-fluid="[]"> </figure></section> <section class="section-3 odd sponsors"> <div class="container"> <h2>Sponsors</h2> <ul class="sponsorSlides" data-flickity="{ "cellAlign": "center", "contain": true, "adaptiveHeight": true, "autoPlay": 4000, "autoPlay": 4000, "pauseAutoPlayOnHover": true, "wrapAround": true }"> <li> <h4>Presenting Partners</h4> <div class="figure-container"> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.alkeoncapital.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_Alkeon.png" alt="Alkeon"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/http://blackcreekcapital.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/02/SponsorLogos_BlackCreek-1.png" alt="Black Creek Group"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.thecapitalgroup.com/us/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/02/CapitalGroupLogo.png" alt="Capital Group"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.chironim.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/03/SponsorLogos_Chiron.png" alt="Chiron"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/http://davisadvisors.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_DavisAdvisors.jpg" alt="Davis Advisors"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/http://www.federatedinvestors.com/FII/home.do" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_Federated.png" alt="Federated"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.feim.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/03/SponsorLogos_FirstEagle.png" alt="First Eagle"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.ftportfolios.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/03/FirstTrust.png" alt="First Trust"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.gothamfunds.com/default.aspx" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/GothamFunds.png" alt="Gotham Funds"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.hartfordfunds.com/home.html" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/01/SponsorLogos_Hartford.png" alt="Hartford Funds"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.invesco.com/corporate" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/InvescoQQQ.png" alt="Invesco"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://kraneshares.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_Krane.png" alt="KraneShares"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.nylinvestments.com/investmentsgroup" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/05/NYLInvestments.jpg" alt="New York Life Investments"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.nuveen.com/Home/Default.aspx" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/03/Nuveen_A-TIAA-Co_logo_site.png" alt="Nuveen"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.sculptor.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/Sculptor-1.png" alt="Sculptor Capital Management"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.thornburg.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_Thornburg.png" alt="Thornburg"></a> </figure> </div> </li> <li> <h4>Partners</h4> <div class="figure-container"> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.alger.com/Pages/Home.aspx" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/AlgerLogo.png" alt="Alger"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.baronfunds.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/08/BaronFundLogo-UPDATED.jpg" alt="Baron Funds"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.blackrock.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/02/blackrock.png" alt="BlackRock"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.bnymellonwealth.com/?WT.mc_id=sem_brand_locations&gclid=CjwKEAjwpdnJBRC4hcTFtc6fwEkSJABwupNiRVjKha5oct3ims_qOTOwere-MiueM_M0BQy-t2RNzBoCj7Xw_wcB" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/06/BNY1.jpg" alt="BNY Mellon"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.dws.com/en-us/audience-selection/?returnUrl=%2Fen-us%2F" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/DWS.png" alt="DWS"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.eatonvance.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_EatonVance.png" alt="Eaton Vance"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.fidelity.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/02/Fideltiy2.jpg" alt="Fidelity"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/http://www.gabelli.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/gabellifunds.png" alt="Gabelli Funds"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.globalxetfs.com/about/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/GlobalX.png" alt="Global X"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.lpl.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/LPLFinancial.png" alt="LPL"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.lyricalam.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/SponsorLogos_resized_Lyrical.jpg" alt="Lyrical"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.morganstanley.com/im.us.html" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2017/03/SponsorLogos_MorganStanleyIM.png" alt="Morgan Stanley Investment Management"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.pimco.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/pimco.png" alt="PIMCO"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.ssga.com/home.html" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2018/01/StateStreetGlobalAdvisors.jpg" alt="State Street"></a> </figure> </div> </li> <li> <h4>Supporting Partners</h4> <div class="figure-container"> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.cohenandsteers.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/CohenSteers.png" alt="Cohen Steers"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.foundationsource.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/FoundationSource.png" alt="Foundation Source"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.goldentree.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/02/GoldenTreeLogo.jpg" alt="GoldenTree"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://owlrock.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/OwlRock.png" alt="Owl Rock"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.principal.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/principal.png" alt="Principal"></a> </figure> <figure> <a href="https://web.archive.org/web/20201130032920/https://www.rbadvisors.com/" target="_blank"><img class="fluid" data-fluid="{"h":""}" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2020/01/RBALogo.png" alt="Richard Bernstein Advisors"></a> </figure> </div> </li> </ul> </div> </section><section class="section-4 even highlights dark"> <div class="container"> <h2>2019 Highlights</h2> <div class="buttons button-group"> <button class="button highlights-button active">Pictures</button> <button class="button highlights-button">Videos</button> </div> <div class="photos"> <ul class="photos-slides" data-flickity="{ "cellAlign": "left", "contain": true, "pageDots": false, "dragThreshold": 10, "wrapAround": true}"> <li> <figure data-slide="0" class="layout-5"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/84A7562_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/84A7562_medium.jpg"></div> </a> </figure> <figure data-slide="0" class="layout-5"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/IMG_5236_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/IMG_5236_medium.jpg"></div> </a> </figure> <figure data-slide="0" class="layout-5"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/84A7761_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/84A7761_medium.jpg"></div> </a> </figure> <figure data-slide="0" class="layout-5"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/IMG_5490_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/IMG_5490_medium.jpg"></div> </a> </figure> <figure data-slide="0" class="layout-5"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/84A6835_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/84A6835_medium.jpg"></div> </a> </figure> </li> <li> <figure data-slide="1" class="layout-4"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/84A0137_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/84A0137_medium.jpg"></div> </a> </figure> <figure data-slide="1" class="layout-4"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/84A8472_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/84A8472_medium.jpg"></div> </a> </figure> <figure data-slide="1" class="layout-4"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/84A9284_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/84A9284_medium.jpg"></div> </a> </figure> <figure data-slide="1" class="layout-4"> <a href="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/DSC_0830_medium.jpg" data-fancybox="highlights"> <div class="photo fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920oe_/https://flive.imgix.net/uploads/2019/12/DSC_0830_medium.jpg"></div> </a> </figure> </li> </ul> </div> <div class="videos is-hidden"> <ul class="videos-slides" data-flickity="{ "cellAlign": "left", "contain": true, "pageDots": false, "dragThreshold": 10, "wrapAround": true}"> <li> <figure class="layout-4" data-slide="0" data-youtube="kC9pbqlVCo4"> <a data-src="https://www.youtube.com/embed/kC9pbqlVCo4" data-fancybox="videos" href="javascript:;"> <div class="play"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 100 100"><defs><style>.a{fill:#fff;}</style></defs><title>icon-play</title><path class="a" d="M50,0a50,50,0,1,0,50,50A50,50,0,0,0,50,0ZM39,70V30L67,50Z"/></svg></div> <div class="photo" style="background-image:url('https://web.archive.org/web/20201130032920im_/http://fl-external.imgix.net/https%3A%2F%2Fimg.youtube.com%2Fvi%2FkC9pbqlVCo4%2Fsddefault.jpg?crop=faces&fit=crop&h=500&ixlib=php-1.1.0&trim=auto&w=500&s=f71ba9d7987f6b88107445878ada879e')"></div> </a> </figure> <figure class="layout-4" data-slide="0" data-youtube="jOBPhj4TEHo"> <a data-src="https://www.youtube.com/embed/jOBPhj4TEHo" data-fancybox="videos" href="javascript:;"> <div class="play"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 100 100"><defs><style>.a{fill:#fff;}</style></defs><title>icon-play</title><path class="a" d="M50,0a50,50,0,1,0,50,50A50,50,0,0,0,50,0ZM39,70V30L67,50Z"/></svg></div> <div class="photo" style="background-image:url('https://web.archive.org/web/20201130032920im_/http://fl-external.imgix.net/https%3A%2F%2Fimg.youtube.com%2Fvi%2FjOBPhj4TEHo%2Fsddefault.jpg?crop=faces&fit=crop&h=500&ixlib=php-1.1.0&trim=auto&w=500&s=bb1de222aea9321c6c7d21ffa1801f74')"></div> </a> </figure> <figure class="layout-4" data-slide="0" data-youtube="LdEAf7GwRXM"> <a data-src="https://www.youtube.com/embed/LdEAf7GwRXM" data-fancybox="videos" href="javascript:;"> <div class="play"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 100 100"><defs><style>.a{fill:#fff;}</style></defs><title>icon-play</title><path class="a" d="M50,0a50,50,0,1,0,50,50A50,50,0,0,0,50,0ZM39,70V30L67,50Z"/></svg></div> <div class="photo" style="background-image:url('https://web.archive.org/web/20201130032920im_/http://fl-external.imgix.net/https%3A%2F%2Fimg.youtube.com%2Fvi%2FLdEAf7GwRXM%2Fsddefault.jpg?crop=faces&fit=crop&h=500&ixlib=php-1.1.0&trim=auto&w=500&s=9f221c4ce94d3a89305d19cb04bcd8a9')"></div> </a> </figure> <figure class="layout-4" data-slide="0" data-youtube="8WFqw1hajcY"> <a data-src="https://www.youtube.com/embed/8WFqw1hajcY" data-fancybox="videos" href="javascript:;"> <div class="play"><svg xmlns="http://www.w3.org/2000/svg" viewbox="0 0 100 100"><defs><style>.a{fill:#fff;}</style></defs><title>icon-play</title><path class="a" d="M50,0a50,50,0,1,0,50,50A50,50,0,0,0,50,0ZM39,70V30L67,50Z"/></svg></div> <div class="photo" style="background-image:url('https://web.archive.org/web/20201130032920im_/http://fl-external.imgix.net/https%3A%2F%2Fimg.youtube.com%2Fvi%2F8WFqw1hajcY%2Fsddefault.jpg?crop=faces&fit=crop&h=500&ixlib=php-1.1.0&trim=auto&w=500&s=f720227f3ece3a48fd776f453ba5a8ac')"></div> </a> </figure> </li> </ul> </div> </div> </section><section class="section-5 odd slides dark toggle-sponsor"> <div class="container"> <h2>Annual Forbes Lists</h2> </div> <div class="slider" data-flickity="{ "lazyLoad": "true", "cellAlign": "center", "dragThreshold": 10, "wrapAround": true }"> <div class="slide"> <figure> <img class="fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/Financial-Advisors_medium.jpg" alt=""> <figcaption> <h4 class="text-color">America's Top Wealth Advisors</h4> <p>Forbes’ America’s Top Wealth Advisors ranking, powered by SHOOK Research, ranks the movers and shakers managing the world’s greatest assets—ranging from Silicon Valley billionaires and Wall Street titans to small business owners and family fortunes. </p> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/top-wealth-advisors/#703dbaa21a14" class="button bg-color skip-process">Check it Out</a> </figcaption> </figure> </div> <div class="slide"> <figure> <img class="fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/Moira-Forbes-and-Lara-Logan-1_medium.jpg" alt=""> <figcaption> <h4 class="text-color">Top Women Advisors</h4> <p>The country’s top 200 female financial advisors manage more than $200 billion in client assets. Forbes and SHOOK Research applied their criteria to discover the leading women in the field. </p> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/top-women-advisors/#96dab9151f44" class="button bg-color skip-process">Check it Out</a> </figcaption> </figure> </div> <div class="slide"> <figure> <img class="fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/BestInState.png" alt=""> <figcaption> <h4 class="text-color">Best-In-State Wealth Advisors</h4> <p>This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.</p> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/best-in-state-wealth-advisors/#42119c58291d" class="button bg-color skip-process">Check it Out</a> </figcaption> </figure> </div> <div class="slide"> <figure> <img class="fluid" data-fluid="[]" data-src="https://web.archive.org/web/20201130032920/https://flive.imgix.net/uploads/2019/12/RMF_7214_medium.jpg" alt=""> <figcaption> <h4 class="text-color">Top Next-Gen Wealth Advisors</h4> <p>The 2019 Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research.</p> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/top-next-gen-advisors/#3da288b66df0" class="button bg-color skip-process">Check it Out</a> </figcaption> </figure> </div> </div></section><section class="section-6 even map dark toggle-attend"> <div class="container"> <h2>Location</h2> <div class="content"> <p>Wynn, Las Vegas<br/>3131 S Las Vegas Blvd, Las Vegas, NV 89109</p> </div> </div> <div id="gmap"></div> <div class="map"></div></section><section class="section-6 even contact dark toggle-attend"> <div class="container"> <h2>Contact</h2> <div class="content cols"> <div class="col"> <p><strong>Liz Shook</strong></p> <p>Chief Operating Officer<br> <a href="https://web.archive.org/web/20201130032920/mailto:Liz@shookresearch.com" class="text-hover">Liz@shookresearch.com</a> </p> </div> </div> </div></section><section class="section-6 even contact dark toggle-sponsor sponsor-page-contacts"> <div class="container"> <h2>Contact</h2> <div class="content cols"> <div class="col"> <p><strong>Paul Reiss</strong></p> <p>Vice President, Financial Services<br> <a href="https://web.archive.org/web/20201130032920/mailto:preiss@forbes.com" class="text-hover" target="_blank">preiss@forbes.com</a> </p> </div> </div> </div></section></main><footer class="bottom"> <div class="container"> <nav> <ul> <li class="logo"> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live" class="text-hover"> <span class="text">ForbesLive</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/http://www.forbes.com/" class="text-hover nav-forbes-com"> <span class="text">Forbes.com</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/terms-and-conditions/#5e9c352d193f" class="text-hover nav-terms-conditions"> <span class="text">Terms & Conditions</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/fdc/privacy.html" class="text-hover nav-privacy-policy"> <span class="text">Privacy Policy</span> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.forbes.com/forbes-live/contact/" class="text-hover nav-contact-us"> <span class="text">Contact Us</span> </a> </li> </ul> <ul class="social"> <li> <a href="https://web.archive.org/web/20201130032920/https://www.facebook.com/forbes" class="text-hover facebook" target="_blank" data-ga-label="facebook"> <i class="fa fa-facebook"></i> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://twitter.com/forbes" class="text-hover twitter" target="_blank" data-ga-label="twitter"> <i class="fa fa-twitter"></i> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.linkedin.com/company-beta/5597/?pathWildcard=5597" class="text-hover linkedin" target="_blank" data-ga-label="linkedin"> <i class="fa fa-linkedin"></i> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.instagram.com/forbes/?hl=en" class="text-hover instagram" target="_blank" data-ga-label="instagram"> <i class="fa fa-instagram"></i> </a> </li> <li> <a href="https://web.archive.org/web/20201130032920/https://www.youtube.com/user/forbes" class="text-hover youtube" target="_blank" data-ga-label="youtube"> <i class="fa fa-youtube"></i> </a> </li> </ul> </nav> </div></footer><div id="consent_blackbar"></div><script async="async" src="//web.archive.org/web/20201130032920js_/https://consent.trustarc.com/notice?domain=forbes.com&js=nj¬iceType=bb&c=teconsent" crossorigin></script><style> #consent_blackbar { bottom: 0; position: fixed; width: 100%; z-index: 9999; } #truste-consent-track { border: none; box-shadow: inset 0 2px 0 0 #333333; color: #333333; font-style: normal; padding: 20px 70px; } #truste-consent-content { display: flex; justify-content: center; } #truste-consent-text { font: 12px/1.67 "Work Sans"; margin: 0; max-width: 857px; } #truste-consent-text a { color: #333333; text-decoration: underline; } #truste-consent-buttons { display: flex; margin: 0 0 0 24px; } #truste-consent-buttons button { outline: 0; padding: 0; height: 40px; width: 160px; border-radius: 0; } #truste-consent-button { font: 500 16px/1.25 "Work Sans"; background-color: #333333; border: none; margin-right: 24px; transition: ease-in-out 0.1s; } #truste-consent-button:hover { background-color: #888888; } #sliderButton { font: 400 16px/1.25 "Work Sans"; border: solid 1px #bbbbbb !important; color: #333333; height: 40px; } @media all and (max-width: 1024px) { #truste-consent-track { padding: 24px 32px; } #truste-consent-content { flex-wrap: wrap; } #truste-consent-buttons { margin-left: 0; margin-top: 24px; } } @media all and (max-width: 768px) { #truste-consent-buttons button { font-size: 14px; } } @media all and (max-width: 425px) { #truste-consent-buttons { display: flex; width: 100%; } #truste-consent-button, #sliderButton { width: 50%; } }</style></div><script src="//web.archive.org/web/20201130032920js_/https://app-ab13.marketo.com/js/forms2/js/forms2.min.js"></script><script src="//web.archive.org/web/20201130032920js_/https://ajax.googleapis.com/ajax/libs/jquery/3.1.1/jquery.min.js" data-no-instant></script><script src="https://web.archive.org/web/20201130032920js_/https://maps.googleapis.com/maps/api/js?key=AIzaSyBvi6WJfVijsbNENMmbuZszPh-ws01JJdw" data-no-instant></script><script type="text/javascript">eventMapMarkers = {"24408":{"title":"Wynn, Las Vegas","lat":36.1271,"lng":-115.1648,"address":"<p>3131 S Las Vegas Blvd, Las Vegas, NV 89109<\/p>\n","phone":""}};</script><script src="https://web.archive.org/web/20201130032920js_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/js/_scripts.min.js" data-no-instant></script><script type="text/javascript"><!--piCId = '26705';piAId = '802473';piHostname = 'pi.pardot.com';(function() { function async_load(){ var s = document.createElement('script'); s.type = 'text/javascript'; s.src = ('https:' == document.location.protocol ? 'https://web.archive.org/web/20201130032920/https://pi' : 'https://web.archive.org/web/20201130032920/http://cdn') + '.pardot.com/pd.js'; var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); } if(window.attachEvent) { window.attachEvent('onload', async_load); } else { window.addEventListener('load', async_load, false); }})();--></script><script type="text/javascript" src="https://web.archive.org/web/20201130032920js_/https://www.forbes.com/forbes-live/wp-content/themes/forbeslive2017/assets/js/pricing-sections.js?ver=1598176222"></script></body></html><!-- FILE ARCHIVED ON 03:29:20 Nov 30, 2020 AND RETRIEVED FROM THE INTERNET ARCHIVE ON 21:56:12 Nov 24, 2024. JAVASCRIPT APPENDED BY WAYBACK MACHINE, COPYRIGHT INTERNET ARCHIVE. ALL OTHER CONTENT MAY ALSO BE PROTECTED BY COPYRIGHT (17 U.S.C. SECTION 108(a)(3)). --> <!-- playback timings (ms): captures_list: 0.644 exclusion.robots: 0.032 exclusion.robots.policy: 0.019 esindex: 0.011 cdx.remote: 6.546 LoadShardBlock: 104.924 (3) PetaboxLoader3.datanode: 76.043 (4) PetaboxLoader3.resolve: 172.063 (2) load_resource: 179.62 -->