ROBERT KEIDAN AMONG “BEST OF BEST” FINANCIAL ADVISORS AT BARRON’S EVENT
Bob Keidan, as part of Barron’s Magazine’s independent advisors winner’s circle, was selected to attend the first-annual “Top Independent Advisors Summit” hosted by Barron’s. The Top Independent Advisors program promotes best practices in the industry and the value of advice to the investing public.
Seventy-two of the Top 100 Independent Financial Advisors in the U.S. were there. Barron’s ranked the individuals in its August 18, 2008 issue calling them the Barron’s Winner’s Circle Top 100. At the summit, advisors conducted workshops and panel discussions that explored issues of concern to advisors and their clients, including recalibrating asset allocation models, rethinking alternative investments, open and productive communications between advisors and clients, and the changing regulatory landscape. Bob considered it an honor to be a part of the event and to meet other professionals who share the same integrity and passion for this industry. “Discussing best practice insights one-on-one with the top financial advisors across the country was a unique experience that will be beneficial to my firm and my clients,” he said.
The summit brought together the best independent advisors in America, who readily shared best-practice experiences and ideas for the benefit of their clients and of the industry," said Edwin Finn, editor and president, Barron's Magazine. "Such exchange of industry wisdom is more important now than ever, as advisors and their clients cope with difficult market conditions and the need to re-establish investment plans in the wake of the recent market meltdown."
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The “Barron’s Winner’s Circle Top 100” 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. Please see www.wcorg.com for more information. Third-part rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. The ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.
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September 04, 2010 @ 08:05 AM
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*An Index is a portfolio of specific securities. The performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance is not indicative of future results. Investors should be aware of additional risks associated with international investing such as increased volatility, currency fluctuations and differences in auditing and financial standards. Investors need to be aware that no investment plan/asset allocation can eliminate the risk of fluctuating prices and uncertain returns. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary; therefore, the information should be relied upon when coordinated with individual professional advice.
Robert S. Keidan is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, HI, IL, KY, MD, MI, MO, NC, NY, OH, OR, PA, SC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced. |
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