This exclusive conference is designed to promote best practices and generate new ideas across the industry.
Scottsdale, AZ (PRWEB) May 01, 2012
Aaron Brodt Founder/Chief Investment Officer 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 Dessert Ridge, March 21-23 in Phoenix, AZ.
65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 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.
“The Barron’s conference allows advisor to share ideas, engage in best practices and listen to some of the top investors in the industry.”
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.”
Aaron Brodt 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.
Barron’s 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”, (August 29, 2011) as well as financial advisors who were chosen by Barron’s or their associated firms.