Advisor Investment

Peters Attends Conference

Wednesday, 19 October 2011 00:00

Kevin Peters of Goldens Bridge, handling executive at Morgan Stanley Smith Barney who was declared as a of Barron’s Top 100 Financial Advisors in April 2011, was a of a few hundred financial advisors who were choosen by their firms to attend the seventh-annual Barron’s Winner’s Circle Top Advisors Summit, hosted by Barron’s publication to publicize “best practices in the attention and the worth of recommendation to the investing public.”The invitation-only discussion was hold at the Waldorf Astoria on Sept. 14 to Sept. 16 in Orlando, Fla.

The discussion was written to publicize most appropriate practices and produce new ideas opposite the industry. Participants attended workshops, led by the Top 100 Financial Advisors, that explored stream problems trimming from business growth ideas by handling high-net worth accounts and family groups to portfolio administration and early retirement planning.

Also in assemblage were 77 of the “Top 100 Financial Advisors” in the U.S., as ranked and published in Barron’s April 18, 2011 issue. The “Top 100 Financial Advisors,” comprising advisors from leading safety firms and eccentric operations, are chosen formed on the volume of properties overseen by them and their teams, income generated for their firms and the high quality of the advisors’ practices. This annual ranking is the basement is to Top Advisors Summit.

“Financial advisors who attend this discussion are ardent about delivering recommendation that can help their customers accomplish their financial goals,” mentioned Mr. Peters. “In a severe mercantile environment, the unfeeling review and well-thought-out strategies discussed by some of the industry’s tip professionals done this discussion quite valuable.”

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