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6 reasons why RIAS can't -- or don't want to -- have track records

If clients are confused by myriad FA titles they're baffled as to why advisors can't can't produce their investment histories

Author Jack Waymire Guest Columnist July 3, 2012 at 5:13 AM
1 Comment
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Jack Waymire: Wall Street does not want advisors to have track records.

RIA Compliance


Jeff McClure

Jeff McClure

July 3, 2012 — 5:32 PM

Good article. It frustrates me when I see a “one size fits all” manager who can advertise a track record. Worse, even the Wall Street Journal columnist Jason Zweig recommended getting a “performance report” and claimed that there “are no rules” regarding such things. His closing statement includes, “..., investors should steer clear of advisers who cant point to the real returns of actual clients.”


Mentioned in this article:

Paladin Digital Marketing
Consulting Firm, Marketing & Public Relations, Investor Referrals
Top Executive: Jack Waymire



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