Oppenheimer Advisors Attend Forbes/Shook Summit
Forbes and SHOOKTM Research recently hosted its third annual Top Advisor Summit, which is a gathering of America’s preeminent wealth advisors. The event was held in Las Vegas from Feb 25th -27th and it brought together the highest-ranking, top advisors and industry leaders who are focused on client impact, providing high-level financial insights and discussing the future of wealth management.
The audience and speakers discussed key issues facing the industry and they developed ideas that are helping to move the wealth management industry into the future. Eleven of Oppenheimer’s Financial Advisors, who have been recognized on the list of Best Wealth Advisors, participated at the event.
Topics of discussion included: investing opportunities, intergenerational wealth planning, health and longevity, impact investing, strategic planning to create world-class practices and the current political landscape.
Some keynote speakers included: Steve Forbes - Chairman and Editor-in-Chief, Forbes, David Rubenstein - Co-Founder and Co-Executive Chairman, Carlyle Group, and Jeremy Siegel - Professor of Finance, The Wharton School of Finance, among others.
SHOOKTM Research is the world’s only wealth advisor research organization that conducts deep due diligence on the quality of advisors, including in-person and telephone interviews in addition to quantitative measures. Forbes convenes and curates the most-influential leaders and entrepreneurs who are driving change, transforming business, and making a significant impact on the world.
Read more abour our 2019 Best-in-State Wealth Advisors.