WP unveils the cream of the crop

WP unveils the cream of the crop

2 Comments
  • Doug McCaw 2014-01-29 1:05:50 PM
    Congratulations to all!
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  • Brian Shumak 2014-01-29 1:48:16 PM
    The list is exceedingly subjective as to the criteria used Moreover, I think that the term financial advisor is also misused in the list. Wealth Advisor, Money Manager, Portfolio Advisor etc would qualify. If you are using the term Financial Advisor, I would then respectfully suggest that AUM and AUM growth have nothing to do with the cream of the crop.

    To suggest that it does is actually something that comprehensive planners (not those who simply sell investments) likely are offended by
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