Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe

There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

Author Guest Blogger Dan Kern March 25, 2014 at 3:34 AM

4 Comments

Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Conferences

RIA Custodians

Tom Nally

Bernie Clark

Mark Tibergien

Peter Raimondi

Sterling Shea

Dan Kern

Rob Clarfeld

Barron's

Advisor Partners

Mike Byrnes

March 26, 2014 — 1:12 AM

I agree that the Barron’s Top Independent Advisors Summit was again a hit and that it is one of the better conferences of the year! I was happy to present at it again! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

Ric Edelman

March 26, 2014 — 8:12 PM

This conference continues to be one of the top events of the year – a “can’t afford to miss it” opportunity.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Advisor Partners
TAMP