Having Bruderman Asset Management represented as part of the Barron’s Top Independent Advisor Conference is a great honor and reflection of the exceptional services and management we provide to our clients.
Orlando, FL (PRWEB)
April 20, 2017
Oliver Pursche, CEO of Bruderman Asset Management attended the ninth-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 Ritz Carlton in Orlando, FL – March 22-24, 2017.
Many of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 22, 2016 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 350 elite advisors took part in the event.
“Having Bruderman Asset Management represented as part of the Barron’s Top Independent Advisor Conference is a great honor and reflection of the exceptional services and management we provide to our clients,” said Matt Bruderman, Chairman of Bruderman Asset Management.
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.
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