Articles tagged "Paladin Registry"
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AdvisorHub slams Barron's for its advisor list - correlating higher rankings with higher complaint rates
Jed Horowitz cites an unholy alliance between the Dow Jones publication and the many advisors and firms who make the list -- with criteria based largely on asset accumulation
April 28, 2016 at 7:57 PM
Why advisors fail to close prospects -- according to advisors
Trust, transparency and excluding traits remain problems but standing out in the crowd is hardest of all: Differentiation
December 17, 2014 at 4:18 PM
Can advisors keep their dirty compliance laundry in the closet thanks to lack of NASAA, SEC and FINRA coordination?
Mostly not but Jack Waymire and Brian Hamburger flesh out the issue with the right questions and answers
September 19, 2014 at 5:39 PM
Brightscope lets advisors get basic entry to its Advisor Pages for free, talks Morningstar deal and pencils in an IPO for about 2017
After two years, less than 1,000 advisors paid for the website and BrightScope hopes free is a better price-point for some
December 12, 2013 at 7:20 AM
Why a reputation of shadiness persists in the financial advisory industry
Quite literally the truth never sees the full light of day -- and clients and quality advisors pay a price for it
September 30, 2013 at 5:15 PM
How BrightScope plans to publicize RIA advisory fees fairly amid all those onion layers
One competitor is convinced the Alfreds are merely rewarding fee obfuscation but the San Diego iconoclasts refuse to be discouraged
April 12, 2013 at 5:11 AM
Does Barron's really have a bead on the best financial advisors in America?
The famed Top Advisor Rankings by State is an established and influential ranking but its criteria are murky and therefore misleading, according to this veteran who also vets RIAs
March 21, 2013 at 5:54 PM
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
July 3, 2012 at 5:13 AM
How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referrals
Investor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients
June 21, 2012 at 4:39 AM
Online RIAs will mostly fail -- and here are 10 reasons why
Firms like Personal Capital, Covestor and Betterment are garnering both media attention and big VC bucks -- but backers severely underestimate the tie between investor and advisor
May 24, 2012 at 2:43 AM
How analytical advisors can finally supercede salesy advisors
In an era of transparency a new type of advisor gets the edge, but it starts with deliberate documentation and arming the prospect
April 11, 2012 at 4:56 AM
Third-party advisor review sites vie for attention from investors and advisors
Paladin Registry will launch website next year aimed at luring investors on a daily basis
November 15, 2011 at 4:16 AM
Should I dump my securities licenses?
The cons -- and mostly pros -- of moving from the the B-D to RIA or IAR model
