Yakezie.com - Topic: Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/ Simple:Press Version 4.5.1 Jeff Rose on Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p80143 Bloggers Lair https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p80143 20s Finances said:

@Jeff, yeah, whaaaat? ;)

Barb Friedberg said:

Jeff Rose said:

Money and Risk said:

All that information is easily available at FINRA's site with a lot more info such as complaints etc...  The advisor fees and avg balances in accounts are self reporting so it's not that reliable.  The financial exam records will not be available unless FINRA goes ahead with publishing it and they're still considering it.  If so, it will be available on FINRA as well. 

 

There are several other sites which also provides the same information already.

Agreed.  FINRA had Broker Check that shows what mall jobs I had in college.  You also can fine out my REAL first name. Embarassed

 

Brightscope is building out a platform as well. 

 

Personally,  I don't see the point of these sites as it's just regurgitated info.

You mean your real first name isn't Jeff? :)

That's what I hear.  Wink

]]> Thu, 28 Jun 2012 19:27:38 +0000 20s Finances on Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p80080 Bloggers Lair https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p80080 @Jeff, yeah, whaaaat? ;)

Barb Friedberg said:

Jeff Rose said:

Money and Risk said:

All that information is easily available at FINRA's site with a lot more info such as complaints etc...  The advisor fees and avg balances in accounts are self reporting so it's not that reliable.  The financial exam records will not be available unless FINRA goes ahead with publishing it and they're still considering it.  If so, it will be available on FINRA as well. 

 

There are several other sites which also provides the same information already.

Agreed.  FINRA had Broker Check that shows what mall jobs I had in college.  You also can fine out my REAL first name. Embarassed

 

Brightscope is building out a platform as well. 

 

Personally,  I don't see the point of these sites as it's just regurgitated info.

You mean your real first name isn't Jeff? :)

]]> Thu, 28 Jun 2012 04:29:17 +0000 Barbara Friedberg on Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79455 Bloggers Lair https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79455 Jeff Rose said:

Money and Risk said:

All that information is easily available at FINRA's site with a lot more info such as complaints etc...  The advisor fees and avg balances in accounts are self reporting so it's not that reliable.  The financial exam records will not be available unless FINRA goes ahead with publishing it and they're still considering it.  If so, it will be available on FINRA as well. 

 

There are several other sites which also provides the same information already.

Agreed.  FINRA had Broker Check that shows what mall jobs I had in college.  You also can fine out my REAL first name. Embarassed

 

Brightscope is building out a platform as well. 

 

Personally,  I don't see the point of these sites as it's just regurgitated info.

You mean your real first name isn't Jeff? :)

]]> Fri, 15 Jun 2012 10:15:30 +0000 Jeff Rose on Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79429 Bloggers Lair https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79429 Money and Risk said:

All that information is easily available at FINRA's site with a lot more info such as complaints etc...  The advisor fees and avg balances in accounts are self reporting so it's not that reliable.  The financial exam records will not be available unless FINRA goes ahead with publishing it and they're still considering it.  If so, it will be available on FINRA as well. 

 

There are several other sites which also provides the same information already.

Agreed.  FINRA had Broker Check that shows what mall jobs I had in college.  You also can fine out my REAL first name. Embarassed

 

Brightscope is building out a platform as well. 

 

Personally,  I don't see the point of these sites as it's just regurgitated info.

]]> Thu, 14 Jun 2012 20:48:48 +0000 Money and Risk on Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79397 Bloggers Lair https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79397 All that information is easily available at FINRA's site with a lot more info such as complaints etc...  The advisor fees and avg balances in accounts are self reporting so it's not that reliable.  The financial exam records will not be available unless FINRA goes ahead with publishing it and they're still considering it.  If so, it will be available on FINRA as well. 

 

There are several other sites which also provides the same information already.

]]> Thu, 14 Jun 2012 11:38:54 +0000 Barbara Friedberg on Research on Financial Advisors FYI https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79327 Bloggers Lair https://yakezie.com/forums/bloggers-lair/research-on-financial-advisors-fyi/#p79327 I promised a contact, Grace Nasri, Managing Editor at FindtheBest I'd pass along some information which might be helpful to your readers. She may also be pinging you individually. I think the partnership with FINRA gives quite a bit of legitimacy to the information from Findthebest.

 

 FindTheBest is organizing and structuring FINRA data on financial advisors to make the information more transparent.
--
DoubleClick founder Kevin O'Connor has created a transparent and structured way to research and compare financial advisors. FINRA, which has stated that transparency is a priority, has been struggling with how to present this data via BrokerCheck; but FindTheBest has used a unique approach that it calls Technology Assisted Human Curation (TAHC) to structure, organize and publish details on 500,000+ financial advisors to make the financial advisor selection process more transparant.

The  Financial Advisors comparison allows users to find and compare advisors based on factors like:
  • Name
  • Location
  • Firm
  • Advisor fees
  • State registrations
  • Registered titles
  • Work history
  • Average balance in accounts
  • Financial Exam Records (pass/fail information)
Anyone writing about choosing a financial advisor might get some good data here.
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