As part of the transaction,
Advisor Group, in coordination with Reverence Capital, has established a unique
advisor recognition program.
* Thomas Kilborn, Managing Director and Wealth Management
Advisor, was named as a Forbes "Best-in-State Wealth
Advisor" and a Barron's "Top 1,200 Financial
Advisor." Kilbourn has been providing financial and wealth management strategies at Merrill Lynch since 1983.
Lauderdale, a franchise Bruckenstein founded with fellow (and now retired)
advisor Dave Drucker, Bruckenstein was a constant presence, introducing high-profile keynoters like Ric Edelman, Josh Brown and Tom Bradley or hobnobbing with the journalists in the press room.
KIRAN BHARDWAJ, "Reason, Emotion, and Consequence: Moral Psychology and Kantian Ideals."
Advisor: Thomas E.
Many brokers use the titles "financial
advisor," "financial consultant," or "wealth manager," further confusing employers as to whether they are held to a fiduciary standard.
The digital touchpoints of Connected
Advisor will aid in discovery and data collection, proposal review, account opening, electronic agreements, monitoring and more.
Robos like Vanguard and Personal Capital that combine technology with human advice should be regulated as investment
advisors under the Advisers Act.
Financial
advisors are casting a wary eye toward Nov.
The Emerging Digital
Advisor was commissioned by Pershing and produced by Aite Group, which in October 2015 conducted an online survey of 403 U.S.
The list of distinguished
advisors was produced by Barron's after conducting research, surveys and interviews, and weighing factors based on
advisors' assets under management, revenue generated, quality of service and regulatory records.
For those more old school, the Oxford Dictionary says: "The spellings adviser and
advisor are both correct.
