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The Forbes/SHOOK 2021 Top Advisor Summit To Covene The World’s Top Wealth Advisors, Representing Over $1.3 Trillion In Assets

By News Creatives Authors , in Leadership , at September 16, 2021

The Fifth Annual Event Will Bring Together America’s Most Distinguished Wealth Advisors and Industry Leaders in Las Vegas on October 4-6, 2021

NEW YORK – September 16, 2021 – Forbes and SHOOK Research today announced the fifth annual Forbes/SHOOK Top Advisor Summit, a gathering of the world’s top wealth advisors and industry leaders. This exclusive event, which takes place in Las Vegas on October 4-6, 2021, will feature speakers who represent over $1.3 trillion in assets under management and provide a forum for elite professionals to discuss the industry’s top trends, best practices, and financial strategies. 

Attendees and speakers alike will connect to explore the key issues facing the world of wealth management and develop innovative tactics to help elevate the industry to the next level. Forbes and SHOOK Research have developed an in-depth agenda that caters to the topics industry leaders want to discuss most. In addition to keynotes from industry leaders, topics covered will include best practices around: impact investing, team dynamics and hiring, the future of technology, marketing for growth, investing and portfolio construction, using social media to enhance relationships and build business, building an outsourced family office, intergenerational wealth, goals-based investing, practice management, and working with millennials. 

Like previous year, the summit will feature a philanthropic focus and will spotlight St. Jude Children’s Research Hospital, a pediatric treatment and research facility leading the way the world understands, treats, and defeats childhood cancer and other life-threatening diseases. SHOOK Research has set a goal to raise $1 million for St. Judeto help fund two clinical trials for medulloblastoma, a type of brain tumor. You can learn more about these clinical trials here and here. Last year, the Forbes/SHOOK community raised $1.4 million for Make-A-Wish® and witnessed a child’s life-changing wish come true at the Summit.

In addition to the Top Advisors who are presenting, the list of keynote speakers will include:

·       Steve Forbes – Chairman & Editor-in-Chief, Forbes

·       Stephen Schwarzman – CEO, Chairman & Co-Founder, Blackstone

·       Trisha Haskins – Vice President, Technology & Platform Consulting, Fidelity Investments

·       Bill Miller – Chairman, Miller Value Partners

·       Ron Insana – Senior Advisor, Schroders

·       Liz Shook – Co-Founder & COO, SHOOK Research

·       Rick Rieder – MD & Global Chief Investment Officer, Blackrock

·       Richard Bernstein – CEO & Chief Investment Officer, Richard Bernstein Advisors

·       Jessica Sibley – Chief Revenue Officer, Forbes

·       R.J. Shook – Founder & President, SHOOK Research

·       Brian Wesbury – Chief Economist, First Trust Advisors

·       Gibson Smith – Founder, Smith Capital Investors

·       Chris Davis – Chairman & Portfolio Manager, David Advisors 

·       Andy Sieg – President, Merrill Lynch Wealth Management

·      Dr. David Kelly – Chief Global Strategist, J.P. Morgan Asset Management

·      Jennifer Moss – Award-Winning Journalist, and Author

·      John Mathews – Group MD, Head of PWM & UHNW, UBS Financial Services

Presenting advisors have been selected from Forbes/SHOOK’s top wealth advisor rankings. Forbes published the 2021 ranking of America’s Top Wealth Advisors in August 2021. The Forbes/SHOOK Top Advisor franchise includes content, Top Wealth Advisor Directory, events and rankings such as The Top Women Advisors in AmericaBest-In-State Wealth Advisors and America’s Top Next Generation Wealth Advisors.

For additional information about the event and the agenda, please visit: 2021 Forbes | SHOOK Top Advisor Summit

Vaccinations are required to attend this event, and additional health and safety policies for the Summit can be found here.

To join the conversation on social, use #ForbesTopAdvisor.

About SHOOK® Research

SHOOK® Research is the world’s only Wealth Advisor research organization with deep due diligence on the quality of the advisors, including in-person and telephone interviews in addition to its quantitative measures. Its Wealth Advisor rankings appear as feature stories in Forbes Magazine,, Working Mother and regional publications. Every year SHOOK leads an industry effort to raise millions of dollars, breaking records at Make-A-Wish, Children’s Cancer Research Fund and Susan G. Komen. For more information, please visit

About Forbes

Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 45 licensed local editions covering 76 countries. Forbes Media’s brand extensions include real estate, education and financial services license agreements. For more information, visit the Forbes News Hub or Forbes Connect.

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