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Follow on Google News | Denver Non-Profit Creates Objective System to Evaluate Financial Advisors for ConsumersUnbiased Review Process Evaluates Denver Financial Advisory Practices
By: NABCAP, Ashley Hammond “Given the conditions of the financial services industry, consumer investors require an objective way to identify and differentiate between advisory practices — and advisors require an unbiased process that allows them to distinguish their skills and capabilities from the massive pool of advisors locally and nationally,” Process: NABCAP’s unique methodology helps consumer investors clearly discern among top quality advisory practices through an objective and unaffiliated process The evaluation process incorporates a comprehensive questionnaire, and verification system that corroborates a substantial amount of the information provided by participating advisory practices. Content collected will be utilized to evaluate and identify quality advisory practices on a local and national level. Results: Upon completion of the entire process, NABCAP will identify top practitioners and release their results for consumer investor use; data includes: number of assets per client, number of clients per advisor, financial advisor to support staff ratio, designations/ Participation: Consumers are encouraged to refer their current financial advisor to participate. Financial advisory practices will be proactively contacted by NABCAP, however all advisory practices advisors are encouraged to apply online, regardless of firm, channel or size. To learn more about NABCAP and the evaluation process visit: www.NABCAP.org or email info@NABCAP.org # # # NABCAP, is a 501(c)(3) registered nonprofit created to establish mutually understood standards and practices amongst both investors and advisory practices. Its primary mission is to educate and inform the general investing public with reliable, unaffiliated and unbiased educational resources and information. NABCAP’S Board of Directors is comprised of industry insiders, members of the investing public, members of the academic community and professionals who are dedicated to achieving the vision. End
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