Apply to the Barron’s Top Adviser Rankings
Application to Australia's 2020 Top Financial Adviser Ranking closes 1 June 2020, 10:00 AM Australian Eastern (AEST)
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Barron’s Top Advisers Methodology
The goal of our rankings is to shine a spotlight on the best financial advisers, with an eye towards raising standards in the industry. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.
Advisers who wish to be ranked fill out a comprehensive application about their practice. We verify that data with the advisers’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) assets (2) revenue (3) quality of practice. In each of those categories we do multiple sub-calculations. The rankings are meant as a starting point for clients looking for an adviser—a first-pass vetting that can help investors narrow a search. Every adviser will have his or her own approach to investing, financial planning and other services. Clients are encouraged to approach a search for an adviser the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. |
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