<Direct Link> SCOTTSDALE, Ariz., April 5, 2016 /PRNewswire-iReach/ — Oliver Pursche, CEO of Bruderman Brothers, attended the eight-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 Fairmont Princess Hotel March 21-23 in Scottadale, AZ.
50 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 24, 2015 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisors 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.
“With rapidly changing markets and economic conditions, as well as an increasingly diverse set of need from clients, the Barron’s Top Advisor conference allows me to discuss these complex issues with peers who share my focus on putting the client first” said Oliver Pursche.
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.”
“I have long been a fan and an admirer of Barron’s, and of Oliver, of course,” said Matthew Bruderman, Chairman of Bruderman Brothers. “I was pleased he could represent our firm with the intelligence and insight that both he and Bruderman are known for.”
For more information about Barron’s conferences, please go to http://barrons-conferences.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 24, 2015) as well as financial advisors who were chosen by Barron’s or their associated firms.
About Bruderman & Co
Bruderman & Co is a privately owned financial services holding company. Among its primary subsidiaries are Bruderman Asset Management, LLC, an SEC-registered investment advisor that manages more than $1 billion in client assets, and Bruderman Brothers, LLC, a privately owned investment bank and SEC-registered broker-dealer that is a member of FINRA and SIPC. Bruderman specializes in assisting ultra-high net worth individuals and closely held businesses; for more information, visit: http://www.brudermanbrothers.com/index.html.
For further information, please contact Ryan Vlastelica at firstname.lastname@example.org
Media Contact: Ryan Vlastelica, Bruderman Asset Management, 646-237-5781, email@example.com
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SOURCE Bruderman Asset Management