ORLANDO, Fla., March 15, 2013 /PRNewswire/ -- Marc Edwards, Managing Director, and Elisabeth Boaz, Director of Marketing, attended the fifth-annual Barron's 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 Ritz Carlton Grande Lakes, March 6 - 8 in Orlando, FL.
75 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron's August 27, 2012 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 conference gave us the opportunity to connect with other top advisors, share ideas, and gain new insights on how to better serve our clients," said Marc Edwards, Managing Director of Winans Investments.
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.
"America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities," said Ed Finn, editor and president of Barron's. "The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being."
Winans Investments was one of approximately 400 financial advisors who were either selected by Barron's or their affiliated firm to participate in the event. Associated participating firms included: 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 conferences, please go to www.barrons.com/conferences
For more information about Winans Investments, please go to www.winansinvestments.com.
Barron's (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 Conference were comprised of the independent advisors listed in "Top 100 Independent Financial Advisors", (August 27, 2012) as well as financial advisors who were chosen by Barron's or their associated firms.
SOURCE Winans Investments