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

Our last general session yesterday brought together four top CEOs to explore organic growth, M&A, branding, and easing the advisor’s workload. Moderated by Ric Edelman, Digital Assets Council of Financial Professionals the discussion featured Richard Hough, Silvercrest Asset Management, Rick Kent, Merit Financial Advisors, Bradley Knapp, Clearstead, and Ryan Parker, EP Wealth Advisors. #BAIndependent ??: LILA PHOTO

Wilbur Swan, Co-Founder & CEO of Catchlight from Fidelity Labs, facilitated a dynamic discussion on how advisors can harness data and AI to drive organic growth. The conversation focused on leveraging advanced analytics to uncover opportunities, tailor client experiences, and increase AUM. #BAIndependent ??: LILA PHOTO

Eric Flynn, CFA, CPA, Compound, Joe McLean, MAI Capital Management, Chris Moore, Simon Quick Advisors, LLC and Frank J. Lavrigata, CFP?, Wealthspire Advisors led an insightful afternoon panel on the generational shifts reshaping wealth management. The discussion explored evolving client expectations, strategies for engaging new demographics, and attracting and retaining next-gen talent. #BAIndependent ??: LILA PHOTO

The Wealth Management industry continues to inspire and motivate! Great content, conversations, and connections made at this year’s Barron’s Advisor Independent Summit. Congratulations to Jack Otter and the Barron's Advisor team. #Barrons #Independentadvisor

Matthew Hougan, Bitwise Asset Management, shared how institutional adoption, regulatory clarity, and Bitcoin’s role as “digital gold” are transforming its risk profile. He discussed why market conditions present an unprecedented entry point and how advisors can position clients for this shift. #BAIndependent ??: LILA PHOTO

In an engaging Interactive Exchange Forum, Shirl Penney, Dynasty Financial Partners, led a discussion on the key phases of a firm’s life cycle—launch, rapid growth, and succession. Advisors shared insights on scaling, leadership transitions, and maximizing enterprise value, leaving with strategies to build a lasting legacy. #BAIndependent ??: LILA PHOTO

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.