We email everyone we have an email address for, those who subscribe to the e-newsletters and we post alerts to RIAs on the front page of the Web site when the annual and quarterly surveys are going on. But sometimes e-mails get caught in spam filters, other times the individual on our list isn't with a firm anymore. Sometimes firms just get busy and miss the notices.
Here's a chance for RIAs to get back into the listings if you've missed any, or haven't participated in the past. We welcome all who are eligible to take part. We have underway a top Wealth Managers Quarter Pulse survey, about 20 questions, for the quarters ended March 31 and June 30, 2010. It's going on now, through Sept. 27. To participate, please take the survey, here.
Firms who qualify are ranked and information is analyzed by our Top Wealth Managers survey partner, Philip Palaveev, president of Fusion Advisor Network–who, by the way, sees data, but not names of firms or personnel, when he analyzes the data.
See the analysis and reports on the 2009 Top Wealth Managers annual survey, here.