RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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
1 Comment
no description available
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.


Related Moves

April 30, 2019 at 5:25 PM


Mentioned in this article:

Advisor Growth Strategies, LLC
Consulting Firm
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



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.