Deborah Boisselle ATTENDS BARRON’S TOP WOMEN ADVISORS SUMMIT
Exclusive Conference Hosts Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
Deborah Boisselle Vice President Investments, an LPL Financial-affiliated financial advisor, recently attended the 10th annual Top Women Advisors Summit hosted by Barron’s magazine, a leading financial services industry publication. The invitation-only conference is held annually to promote best practices in the industry as well as the value of advice to the investing public.
Fifty-five of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 8, 2015 issue, were in attendance. This annual ranking is the basis for the Top Women Advisor’s Summit; advisors are selected for the list based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices.
“It is such an honor to have been asked to attend this conference as a representative of LPL,” said Debbie “It was a great opportunity to gain insight into the latest strategies and trends that are driving the industry as well as to be able to network with other women who are committed to helping their clients work toward their financial goals.”
The exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees took part in workshops led by those among the Top 100 Women Financial Advisors that explored current issues including practice management, best practices for supporting clients, portfolio management and retirement planning.
“America needs wise and proven financial leadership. This conference brings together the best women advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference even better equipped to help their clients find investing opportunities, recognize market traps and pursue financial well-being.”
Debbie Boisselle was one of approximately 500 financial advisors selected by her firm to attend and participate in the conference. Approximately 50 LPL-affiliated advisors and LPL executives attended this year’s conference.
For more information about Barron’s conferences, please go to www.barrons.com/conferences
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of September 30, 2015. LPL also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,413 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Women Financial Advisors” 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.
Attendees of the Barron’s Conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors”, (June 2, 2014) as well as 500 financial advisors designated as the top 1% producers of their firms.
Barron’s and LPL Financial are not affiliated entities.