Articles tagged "Jack Waymire"


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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 — 7:57 PM UTC

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 — 4:18 PM UTC

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 — 5:39 PM UTC

Thoughts on 'robo-advisors' served cold, compliments of Kitces and Waymire

With the potential for channel conflict, wirehouses are the most handcuffed in thwarting automated financial 'advice'

June 15, 2014 — 7:40 PM UTC

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 — 7:20 AM UTC

How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale

The original referral model, MyFreeRetirementReport.com, proved suboptimal when brokers allegedly failed to pay up, and now industry leaders are leery of the new model's practical and regulatory viability

October 27, 2013 — 6:52 PM UTC

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 — 5:15 PM UTC

Why only 14% of RIAs volunteer complete pricing information to clients and why selective fee disclosure is not a winning strategy

News flash! Clients don't care what goes in your pocket as long as they know the fees you charge are competitive

June 27, 2013 — 4:05 AM UTC

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 — 5:11 AM UTC

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 — 5:54 PM UTC