• Consultative review of individual practices on a confidential basis
  • Fair & equal opportunity regardless of firm affiliation or A.U.M.
  • Publish & distinguish advisory practices based on objective qualities & specialties

More than three-quarters of financial advisors say they have not lost clients, and in some cases have even gained clients... So how can it be that more than three-quarters of affluent clients say they plan to move money? 

"Who's Lying: Clients Or Advisors?", FA Magazine