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	Title	Date Published
	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	Friday 4.12.13
	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	Thursday 3.21.13
	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	Wednesday 2.20.13
	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	Monday 1.28.13
	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	Friday 12.21.12
	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	Monday 11.19.12
	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	Monday 10.15.12
	How RIAs can maximize their web marketing with nary a 'friend-ing' or tweet Only 5% of advisors report significant traffic to their websites, but the reasons why are not mysterious	Sunday 8.5.12
	6 reasons why RIAS can't -- or don't want to -- have track records If clients are confused by myriad FA titles they're baffled as to why advisors can't can't produce their investment histories	Tuesday 7.3.12
	How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referrals Investor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients	Thursday 6.21.12
	Online RIAs will mostly fail -- and here are 10 reasons why Firms like Personal Capital, Covestor and Betterment are garnering both media attention and big VC bucks -- but backers severely underestimate the tie between investor and advisor	Thursday 5.24.12
	How analytical advisors can finally supercede salesy advisors In an era of transparency a new type of advisor gets the edge, but it starts with deliberate documentation and arming the prospect	Wednesday 4.11.12
	Should I dump my securities licenses? The cons -- and mostly pros -- of moving from the the B-D to RIA or IAR model	Thursday 11.10.11

Content tagged "Jack Waymire"

Paladin Registry

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

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

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

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

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

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

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

How RIAs can maximize their web marketing with nary a 'friend-ing' or tweet
Only 5% of advisors report significant traffic to their websites, but the reasons why are not mysterious

6 reasons why RIAS can't -- or don't want to -- have track records
If clients are confused by myriad FA titles they're baffled as to why advisors can't can't produce their investment histories

Online RIAs will mostly fail -- and here are 10 reasons why
Firms like Personal Capital, Covestor and Betterment are garnering both media attention and big VC bucks -- but backers severely underestimate the tie between investor and advisor

How analytical advisors can finally supercede salesy advisors
In an era of transparency a new type of advisor gets the edge, but it starts with deliberate documentation and arming the prospect

Should I dump my securities licenses?
The cons -- and mostly pros -- of moving from the the B-D to RIA or IAR model

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