The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times.
Dallas, Texas (PRWEB) April 26, 2012
Lloyd Lowe Sr., founder and senior partner of LD Lowe Wealth Advisory, attended the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge, March 21-23 in Phoenix, Ariz.
Sixty-five of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s Aug. 29, 2011 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The Top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“This event brought together the very best minds in our business, and we came away from this experience with greater insights into our profession and a number of best practices and ideas that will help us continue to provide LD Lowe Wealth Advisory’s clients with the highest level of customer service and performance,” said Lowe.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times,” said Ed Finn, editor and president of Barron’s. “This summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.”
LD Lowe Wealth Advisory was one of approximately 350 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, TD Ameritrade Institutional and Wells Fargo Financial Network.
For more information about Barron’s Winner’s Circle conferences, please go to http://www.barrons.com/conferences.
About LD Lowe Wealth Advisory
LD Lowe Wealth Advisory, with offices in Dallas, Frisco and Arlington, Texas, has been partnering with people to help fulfill their dreams for more than 20 years. For more information, please visit http://www.ldloweplan.com.
Barron’s (http://www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Winner’s Circle Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (Aug. 29, 2011) as well as financial advisors who were chosen by Barron’s or their associated firms.