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
Teresa Vollenweider
You forgot to mention this gem: Merrill Lynch’s Karen McKinley from guess where? Florida Like I’ve said before investor clients should use this Top Lists as financial advisor elimination tools. Don’t choose someone that is on the list. Don’t choose someone that is at a wirehouse where the conflicts between brokers aka financial advisors/advisers are the most serious. IMO the conflicts of interest are the least at Vanguard.
Related Moves
Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 at 5:25 PM
Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering
The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.
September 21, 2023 at 1:53 AM
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Top Executive: John Furey
BrightScope, Inc.
Data and ratings for RIAs
Paladin Digital Marketing
Consulting Firm, Marketing & Public Relations, Investor Referrals
Top Executive: Jack Waymire
