Ric Edelman Leads "Best of Best" Financial Advisors at Barron's Winner's Circle Top IA Summit

15-Apr-2011 | News-Press Release

FAIRFAX, Va., April 14 — Ric Edelman, therenowned financial advisor, author and talk show host,led a break-out session atthe fifth-annual Barron’s Winner’s Circle 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, March 23-25 in Orlando. 

Edelman, who has twice been ranked the #1 independent financial advisor in the nation by Barron’s, was one of68of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in the magazine’s August 30, 2010 issue, 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.

“It’s an honor to be recognized by Barron’s and to be able to participate in such a prestigious event with other top advisors from around the country,” Edelman said. “By sharing successful ideas and strategies, we are able to continually improve the level of service and advice we offer to our clients.”

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. 

“The importance of the work these independent advisors do and their influence will only increase as the nation’s Baby boomers plan for retirement and all Americans struggle to protect and grow their portfolios and their businesses through difficult economic times,” said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial planning needs.” 

In addition to the Top Financial Advisors, as ranked in Barron’s, there were approximately 250 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.  For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences.

About Ric Edelman and Edelman Financial Services

Ric Edelman has been providing financial advice to consumers for almost 25 years. His new television series, The Truth About Money with Ric Edelman, debuts this April on Public Television stations across the country, and his syndicated weekly radio program can be heard in 37 markets. He is also a sought-after speaker and best-selling author of seven books – including the newly updated and expanded fourth edition of his personal finance classic, The Truth About Money. To learn more about personal finance, visit Ric online at RicEdelman.com.

Edelman Financial Services provides financial planning and investment management services for individuals and families across the country. The firm has won more than 75 financial, business, community and philanthropic awards, and currently manages $6 billion for more than 14,000 clients nationwide. For investment advice and other financial planning services, or to speak with an advisor call 888-PLAN-RIC (888-752-6742), or visit www.EdelmanFinancial.com.

About Barron’s

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 Winner’s Circle Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (August 30, 2010) as well as 250 financial advisors who were chosen by Barron’s or their associated firms.

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