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Financial Security Professionals provide deeper holistic planning.

Long before online reviews became popular, I was a fan of ratings based on research.

I realized this fact when I was out of college, first as an advisor then in research with what was then known as Prudential Securities. I had a front row seat on Wall Street watching one of the biggest shows in town — the emergence of the Internet and the commoditization of financial transactions. 

Online trading was rapidly upending the traditional broker-customer relationship, placing greater weight on the value of professional advice.  

That led to my realization that while Wall Street advisors offered clients a plethora of stock and bond research, no one was researching the advisors. The public needed independent coverage of financial advisors based on research, not hype.


Read the full story on Forbes here