Advisors To Get Ranked — And Not Everyone Is Thrilled About It
May 8, 2018 by Brian O'Connell
Financial advisors may not be thrilled by the idea of being ranked against one another on job performance.
But that’s exactly what one financial technology firm intends to do with its ranking of several key advisory areas, like portfolio management, client interaction, and fees.
The firm, StackUp, was founded on the premise that money managers never have a good answer for clients who ask about their performance.
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Originally Posted at InsuranceNewsNet on May 8, 2018 by Brian O'Connell.
Categories: Industry Articles