SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Peter V. Disch, CFP® attended the seventh-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 23 - 25 in Scottsdale, AZ.
Many of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 23, 2014 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. A total of 500 elite advisors took part in the event.
“The Barron’s conference is a tremendous opportunity to spend time with my colleagues from around the country, share our unique experiences, and continue to evolve in our roles as trusted advisers to the clients we serve,” says Mr. Disch.
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 of importance ranging from portfolio construction and management to investing in overseas markets, managing risk, technology applications and client relations.
“Investors today are looking to generate income while protecting their portfolios against downside risk,” said Ed Finn, editor and president of Barron’s. “These top-tier advisors have clients that depend on them to meet critical financial goals for themselves, their families, their businesses or their institutional funds. Advisors will leave this conference better equipped to do just that.”
Mr. Disch was one of the 500 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Associated participating firms included: Charles Schwab, Fidelity Investments, LPL Financial Services, Pershing, and TD Ameritrade Institutional. For more information about Barron’s conferences, please go to http://conferences.barrons.com.
About Great Point Wealth Advisors
Great Point Wealth Advisors (www.greatpointwealth.com) is a Boston based financial planning and investment management firm providing wealth advisory and family office services to individuals, families, and institutions seeking advice on issues ranging from cash management to estate planning, asset allocation to charitable giving, and many topics between.
As a fee-only firm, Great Point is compensated exclusively by its clients, does not sell product or accept commissions, and thereby provides unbiased advice for accumulating and managing wealth. As an investment adviser registered with the United States Securities and Exchange Commission, Great Point is also a legally bound fiduciary to those it serves.
