In the News | Apr 08, 2016
David Root Among "Best of Best" Financial Advisors Attending Barron's Top Independent Advisors
DB Root & Company was featured in the April 2016 issue of Private Asset Management. Read the story here, starting on page 18.
D.B. Root & Company Founder and CEO, David Root, attended the eighth-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 Scottsdale, 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.
David Root stated,“As a firm that has made the transition to independence, it was great to be able to share our experiences and gain insight from other firms that are looking to perform at the highest level possible. We promote ongoing education and research as an important part of our culture, and that includes the CEO!”
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.”
David Root 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: Advisor Group, Ameriprise Financial Services, Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, Raymond James, and TD Ameritrade Institutional.
For more information about Barron’s conferences, please go to http://barrons-conferences.com
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