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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

Author Lisa Shidler April 28, 2016 at 7:57 PM
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Dawn Bennett was named as example of how the Barron's Top 100 list can lead investors astray.

John Furey


Marie Swift


Mike Alfred


Jack Waymire


Jed Horowitz


Matthew Barthel

Teresa Vollenweider

Teresa Vollenweider

April 28, 2016 — 11:14 PM

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.

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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

Mentioned in this article:

Advisor Growth Strategies, LLC
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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
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