NEW YORK, Dec. 15, 2008 (GLOBE NEWSWIRE) -- Barron's magazine and its recently acquired Winner's Circle Organization hosted the third annual "Top Women Advisors Summit" at the Ritz-Carlton in Orlando, Fla. last week.
In attendance were 82 of the Top 100 women financial advisors in the U.S., as ranked by The Winner's Circle and published in the June 9, 2008 issue of Barron's. These elite financial advisors led the event's breakout sessions, which focused on the business of delivering wealth management for high-net-worth individuals and institutions.
Also in attendance were 369 women financial advisers, who were designated as top advisors at their firms. The firms included attendees from Credit Suisse Securities, LPL Financial Services, Merrill Lynch, Morgan Stanley, RBC Wealth Management, R.W. Baird, Smith Barney, UBS Financial Services and Wachovia Securities, among others.
The Barron's/Winner's Circle Top Women Advisors Summit is designed as an exclusive, invitation-only event for women who are opinion leaders and influentials in the financial industry. Attendees experienced the unique opportunity to discuss the best practices in wealth management with their peers from competing firms.
"For the third successful year, we convened the leading experts in the field of finance to discuss the economy, the financial industry and how investment decisions affect their clients," said Ed Finn, editor and president of Barron's Magazine. "The Barron's summit served as a platform for women advisors to come together and discuss the challenges facing their industry."
Sessions at the Top Women Financial Advisors Summit addressed a range of industry issues -- from "Investing in Today's Market: What's Working" to building a winning business plan, developing the right team culture and creating signature service for clients.
The Summit was sponsored by Allianz Global Investors, Barclays Global Investors, BlackRock, Eaton Vance Managed Investments, Evergreen Investments, Investment Management Consultants Association (IMCA), Invesco Aim, Janus Capital Group, Legg Mason Asset Management, MainStay Investments, MFS Investment Management, Nuveen Investments, Inc., Schroders Investment Management, Sentinel Investments, Securities Industry and Financial Markets Association (SIFMA), The Hartford Mutual Funds, Van Kampen and Vanguard.
The Top 100 Women Financial Advisors article from the June 9 issue of Barron's is available for free at: www.barrons.com/top100women and the complete list is accessible at: 2008 Ranking.
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 logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=2638
About The Barron's Winner's Circle Top 100 Women Financial Advisors
The "Barron's Winner's Circle Top 100 Women Financial Advisers" 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.