JOHN F.
REUTEMANN, JR., CLU, CFP® AMONG “BEST OF BEST” FINANCIAL ADVISORS
ATTENDING BARRON’S WINNER’S CIRCLE TOP INDEPENDENT ADVISORS SUMMIT
Exclusive
Conference Hosts Wealth Management Leaders and Industry Decision Makers
PHOENIX (May 28, 2009)—Jack Reutemann attended the first-annual “Top Independent Advisors
Summit” hosted by Barron’s Magazine, which promotes best practices in the industry and the value
of advice to the investing public. The invitation-only conference was held at the Arizona Biltmore on May
6th-8th in Phoenix, AZ.
In
addition to Jack were 72 of the Top
100 Independent Financial Advisors in the U.S., as ranked in Barron’s August 18, 2008 issue. These industry leaders
conducted workshops and panel discussions that explored issues of concern to
advisors and their high-net-worth clients, including recalibrating asset
allocation models, rethinking alternative investments, open and productive
communications between advisors and clients, and the changing regulatory
landscape.
“It was an honor to be a
part of this event and to meet other professionals who share the same integrity
and passion for this industry,” said Jack. “Discussing best practices
one-on-one with the top financial advisors across the country was a unique
experience. It will be beneficial to
bring these insights back to my firm and my clients.”
Also in attendance were nearly 300
financial advisers who were selected by their firms to participate in the
event. Associated
participating firms included: Advisor Group, Ameriprise Financial, Fidelity
Investments, LPL Financial, and TD AMERITRADE.
“This
Summit has 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."
John Reutemann is a Registered Representative
(OR Registered Principle) with and Securities are offered through LPL
Financial. Member FINRA/SIPC
About Barron’s
Barron’s (www.barrons.com) is America’s premier financial
magazine, renowned for its market-moving stories. Published by Dow Jones &
Company since 1921, it reaches an influential audience of senior corporate
decision makers, institutional investors, individual investors and financial
professionals. With new content available every week in print and every
business day online, Barron’s provides readers with a comprehensive review of
the market’s recent activity, coupled with in-depth, sophisticated reports on
what’s likely to happen in the market in the days and weeks to come. As a
result, Barron’s is the financial information source these powerful people rely
on for market information, ideas and insights they can use to increase their
professional success and enhance their personal, financial well-being.
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.