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2:18 pm
June 13, 2012
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Barbara Friedberg
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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.
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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.
- 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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11:38 am
June 14, 2012
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Money and Risk
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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.
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8:48 pm
June 14, 2012
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Jeff Rose
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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. 
Brightscope is building out a platform as well.
Personally, I don't see the point of these sites as it's just regurgitated info.
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10:15 am
June 15, 2012
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Barbara Friedberg
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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.
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? :)
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4:29 am
June 28, 2012
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20s Finances
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@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.
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? :)
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7:27 pm
June 28, 2012
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Jeff Rose
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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.
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. 
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