Financial Advisor and Private Wealth Magazines Add Meredith Whitney to Elite List of Keynote Speakers at 2nd Annual Fiduciary Gatekeeper Research Manager Summit

SHREWSBURY, N.J., Aug. 23, 2012 /PRNewswire/ -- Financial Advisor and Private Wealth magazines are pleased to announce that Meredith Whitney has been added as a keynote speaker at the 2nd Annual Fiduciary Gatekeeper Research Manager Summit on October 11-12 at the Hyatt Regency Boston.

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Other keynote speakers include Richard Bernstein, chief executive officer at Richard Bernstein Advisors LLC; James Grant, founder and editor of Grant's Interest Rate Observer; and Dr. Ed Yardeni, president, Yardeni Research, Inc.

The two-day conference allows financial advisors and other fiduciaries to meet in small groups with portfolio managers and speak directly with them about their investment approach. The conference is designed to improve the investment manager due diligence process by fostering communication between investment management firms and fiduciaries who select such managers for clients, build model portfolios and implement asset allocation strategies. The Fiduciary Gatekeeper Summit will be a showcase for the FA/PW Due Diligence All-Star Team, a group of research managers nominated for the recognition by readers of Financial Advisor and Private Wealth magazines.

The Gatekeeper Summit will be preceded by the Elite Wealth Management Conference October 9-10 in the same hotel. This conference, directed by Russ Alan Prince, a leading authority within the private wealth industry, will provide participants with insights and perspectives that can be used immediately. Discussion, guided analysis and case examples will make the session highly interactive and stimulating. The goal of the conference is to enable participants to be able to develop an elite wealth management platform and address the needs of the ultra-affluent quickly and profitably.

Financial Advisor is a monthly magazine read by over 90,000 independent advisors and has been rated the most widely read publication for independent reps and RIAs. Private Wealth is a bi-monthly magazine with a circulation of 30,000 that exclusively targets advisors, service providers and other centers of influence that cater to the financial, legal, insurance/risk management and lifestyle demands of the ultra-affluent. In addition to publishing both magazines, CFPN publishes Journal of Indexes and produces Webinars http://www.fa-mag.com/webcasts/webcasts-archive.html and conferences http://www.fa-mag.com/events.html for financial service industry professionals.

For more information or to register visit http://www.fa-mag.com/firms and
http://www.fa-mag.com/elitewealth.

For information on speaking or sponsorship information contact Group Publisher David Smith at 732.450.8866, ext. 26 or [email protected].

SOURCE Financial Advisor

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