Daily Fintech Conversations

Transparency, Transparency, Transparency in portfolio performance

Originally published at: https://dailyfintech.com/2019/11/26/transparency-transparency-transparency-in-portfolio-performance/

Four years ago, I started preaching about Transparency in wealth management. In the Global Transparency movement in Portfolio Performance from the Daily Fintech archives in October 2015, I asked for `… a world in which Barron’s top advisor annual rankings take into account performance. Believe it or not, right now these rankings don’t include performance…