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 at 7:57 PM
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 at 4:18 PM
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 at 5:39 PM
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 at 7:40 PM
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 at 7:20 AM
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 at 6:52 PM
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 at 5:15 PM
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 at 4:05 AM
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 at 5:11 AM
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 at 5:54 PM
9 ways RIAs can get a leg up by using a pillar of pension plans -- a written contract
Words and a handshake are well and good, but and IPS is forever, and your client will thank you for it
February 20, 2013 at 5:56 PM
The SEC needs to clean up its semantics before accusing RIAs of inflating AUM
Advisors stretching for the $100-million mark advisors need to be told what assets to count and which ones are merely hanging out
January 28, 2013 at 4:39 AM
Opinion: Why NAPFA's CFP-only approach is a slap in the face of many financial advisors
In the alphabet soup of designations for advisors are many legitimate practitioners whom the association's new policy will shut out
December 21, 2012 at 3:41 AM
Which type of AUM is worth more to a buyer?
Assets farmed out to money managers are generally more valuable than purely discretionary assets under management
November 19, 2012 at 5:14 AM
Six tips for avoiding a disastrous broker-dealer decision
Without the right due diligence many advisors leave the wirehouse frying pan and jump into the IBD fire
