San Jose, CA (PRWEB) July 10, 2014
Retirement Capital Strategies, an independent wealth management firm with $250 million in advisory and brokerage client assets**, today announced the attendance by Cam Neri, partner and financial planner of Retirement Capital Strategies at the LPL Financial Annual Advisory Leaders Forum (ALF), held June 24-26, 2014 at the Yale School of Management in New Haven, CT.
Retirement Capital Strategies is a branch office of LPL Financial, the nation’s largest independent broker-dealer,* an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
This invitation-only annual event brought together the top LPL Financial-affiliated fee-based advisors in an exclusive academic setting to participate in a focused curriculum addressing a broad range of crucial advisory disciplines.
Building on the success of last year’s Advisory Leaders Forum event at the Massachusetts Institute of Technology (MIT) in Cambridge, MA, this year’s event at the Yale School of Management brought together executives and industry thought leaders drawn from among LPL Financial product partners to discuss key topics and best practices for building and strengthening the practices of top fee-based independent advisory firms.
Ryan Parker, managing director for LPL Financial Investment & Planning Solutions, said, “We congratulate Cam Neri on her selection to represent Retirement Capital Strategies at this exclusive event held at Yale, one of the country’s top universities. The goal of the Advisory Leaders Forum is to truly challenge our best advisors to strengthen and grow their practices across the full spectrum of advisory disciplines, including client service, new business development, branding, marketing, investment management and other disciplines.”
As part of this year’s Advisory Leaders Forum, Robert J. Shiller, winner of the 2013 Nobel Prize in Economic Science, and professor of economics and finance at Yale, joined with other Yale professors to deliver cutting-edge content on topics ranging from, the Housing Market and the Economy to the Changing Healthcare Landscape. Yale School of Management Deputy Dean Andrew Metrick, who is a professor of finance and management, presented advisors with a case study on the Yale Endowment, which detailed how the endowment has pioneered a focus on alternative investments and real assets as key drivers of performance.
Cam Neri, CFP® said, “ALF provided an outstanding mix of academic thinking with real business world applications. Additionally, the ability to connect with other advisors was paramount and the access we were given to LPL Financial home office leaders made it an amazing experience. The knowledge we gained at this gathering from industry-leader experts and university professors will certainly empower our team to better serve our clients.”
Robert Moore, president of LPL Financial said, “We value the relationships we have with all of our clients, and the Advisory Leaders Forum allows us to provide a unique experience to many of the most accomplished practices in the industry. Coming together for this program at Yale University, to hear from world-renowned professors about leading-edge research, while exchanging ideas about how to manage a world-class advice business, demonstrates our collective commitment to shaping the landscape for how individuals receive objective advice from a trusted and skilled advisor.”
*Based on total revenues, Financial Planning magazine, June 1996-2014
**As of June 30, 2014
About Retirement Capital Strategies
Retirement Capital Strategies is located in Silicon Valley and specializes in financial planning and wealth management. We design customized plans based on our clients’ unique vision for their lives and provide portfolio strategies that seek to grow and protect their wealth. As an independent firm we are able to offer access to the finest investment products and advice available – without being driven by any considerations other than our clients’ best interests. For more information, please visit http://www.rcsadvisor.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,700 financial advisors and more than 720 financial institutions. In addition LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
The Financial Advisors of Retirement Capital Strategies are also Registered Representatives with and securities are offered through LPL Financial. Member FINRA/SIPC