Barron's Advisor

We’re pleased to announce that the agenda for this year's Barron’s Advisor Teams Summit is now live! Our program features sessions led by industry experts and top-performing financial advisors and is designed to provide actionable insights that enhance team collaboration, optimize practice management, and refine investment strategies in an evolving market. Learn more: https://lnkd.in/ekr8fPRR #BATeams

The largest arbitration award granted to retail clients is the third ruling against Stifel involving advisor Chuck Roberts. More cases are in the pipeline. https://lnkd.in/eDD838qt

Celebrating another year at the Barron’s Independent Advisor Summit—surrounded by top minds, big ideas, and opportunities for growth. ?? Here’s to another year of learning, leading, and making an impact! #Barrons #IndependentAdvisor #BirthdayAtBarrons

Excited to kick off the Barron's Advisor Independent Summit on such a great, empowering note. It was wonderful to meet such strong, successful women and share our experiences while learning how to elevate our communication skills.

Tom, Michael and are enjoying sharing ideas with other top advisors on how to better serve our clients at the Barrons Top Independent Advisor Conference. Tom did a great job on the Technology panel. #BAIndependent

Redefining What’s Possible: Technology Essentials for Driving Your Practice Forward explored how advisors are leveraging technology to enhance efficiency and client engagement. Moderated by Sarah Mouser, CFP?, CDFA?, CTS?, CES?, CCFS?, ELA?, Verdence Capital Advisors, the discussion featured Alison Burkett, Snowden Lane Partners, Tom Klingman, Klingman and Associates, LLC, and Robert S. Paolucci, CFP?, Principle Wealth, who shared practical strategies for automation, data-driven decision-making, and staying competitive in an evolving digital landscape. #BAIndependent ??: LILA PHOTO

Molly Townsend developed an expertise in helping corporate clients with their 401(k) plans and educating their employees on how to save for their golden years. https://lnkd.in/eKs_8B-d

The Morning News with Barron's opened the day with an insightful discussion on the latest economic and policy developments. Moderated by Jack Otter, the session featured Cameron Dawson, CFA, NewEdge Wealth, Jeffrey Roach, PhD, LPL Financial, and Robert Stein, First Trust who shared their perspectives on recent policy changes, proposed tax plans, and the geopolitical forces shaping the global economy. #BAIndependent ??: LILA PHOTO

A former Edward Jones advisor claims the company’s policies “expressly” favor diverse financial advisors and disadvantage straight white male advisors. https://lnkd.in/eyJAraSZ

James Bogart, CFP?, ChFC of fast-growing Bogart Wealth has built a rigorous program to train new advisors. https://lnkd.in/e4yVZGqQ