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Articles tagged "BrightScope"


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Jack Waymire: You do not have to wait for investors to figure out the benefits of transparency on their own.

How exactly RIAs can leverage the new transparency as a marketing tool

Fee-only advisors will reap the benefits of fuller disclosure and here are some ways to highlight your competitive advantage

February 17, 2012 at 4:28 PM

Fred Reish: Before, the statement said that you should consider firing the provider but now it's very clear that it's mandated.

DOL tells employers when they must fire advisors to 401(k) plans

The new teeth in the rules went unnoticed by many people amid other changes

February 10, 2012 at 5:26 AM

Terrence Morgan: It wouldn't surprise me if people are stalling and hoping that Phyllis Borzi is fired.

Report of a possible delay in DOL's fee disclosure rule sparks apprehension among advisors and industry observers

Advisors say they can't comply with the rule until they know what's in it but one delay could lead to another

January 5, 2012 at 3:57 PM

Andrew Salesky: We're very optimistic with the ability to build this model.
January 3, 2012 at 3:51 AM

Shawn Tierney: BrightScope is big. But how well known are they among investors? It seems they're just big among the financial community.

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

Mike Alfred: Reviews will be in line with the spirit of [compliance regulations] if not in line with the antiquated letter of the law, which was written long before the era of social media.

Brightscope to launch Yelp-like reviews, putting advisors under the consumer microscope

The iconoclastic Alfred brothers' latest innovation will give clients a voice - but experts and advisors fear compliance complications

October 3, 2011 at 4:38 AM

Frank Noto saw no sun in San Diego as the FPA conference warmed to its task.

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall

Technology companies, Chubb, TD Ameritrade and BrightScope get special notice

September 18, 2011 at 1:19 AM

Bernie Clark: This is our responsibility.

Schwab to pump millions of dollars into promoting RIAs as a channel

Bernie Clark tells crowd at national FPA conference that it's not about Schwab

September 16, 2011 at 8:42 PM

Dave Welling may play a pivotal role in whether Advent's Black Diamond acquisition makes the combined entity more like the Google or Microsoft of portfolio management systems.

Five recent articles that show the RIA business just keeps hitting milestones

Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs

June 21, 2011 at 2:44 PM

Joe Mansueto: There’s a need to find the right advisor for you and to evaluate that advisor. There’s a consumer need.

Morningstar's Mansueto views next horizon: rating RIAs

Company announces new forward-looking fund rating systems but how to rate advisors still has puzzling aspects

June 13, 2011 at 2:36 PM

Michael Alfred: If a plan doesn’t include [TIPS] then they need to explain why.

With inflation on a tear, 401(k) plans look vulnerable and BrightScope publishes a cheat sheet

Some experts are running scared from rising prices and others see this as another false alarm

June 3, 2011 at 1:14 PM

Andy Rachleff: Am I frustrated I can’t update Brightscope’s database? Sure, but I think they’re doing the right thing for the consumer.

BrightScope debate has familiar feel of an industry being dragged kicking and screaming into the new world

Investing in the Digital Age: Andy Rachleff writes about the freight train of transparency

May 12, 2011 at 1:58 PM


Ryan Alfred: If you do something disruptive (in the marketplace), it’s going to be polarizing.

BrightScope sticks to its guns as it responds to outspoken critics of its Advisor Pages

The San Diego-based data tracker opens a window on the practices of 450,000 advisors; skeptics say it crosses a line

May 2, 2011 at 1:18 PM

Existing sites that list advisors aren't comprehensive, says Mike Alfred. "The average consumer won’t be able to go on line and find the person who took them to lunch that day.”

BrightScope's huge advisor database is first search-engine friendly way to connect consumers, advisors

Advisors can pay to add information, but disciplinary actions will show up

April 28, 2011 at 2:42 PM

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