Nov yog qhov peb txiav txim siab FA 100 qeb duas rau 2022

CNBC tau sau npe cov ntaub ntawv muab kev pabcuam AccuPoint Solutions los pab nrog cov qeb duas ntawm cov kws pab tswv yim peev sau npe rau xyoo no. FA 100 lis.

Cov txheej txheem yog thawj zaug txheeb xyuas ntau yam ntawm cov ntaub ntawv tseem ceeb los ntawm AccuPoint Solutions 'cov ntaub ntawv ntiag tug ntawm cov kws pab tswv yim peev sau npe. Qhov kev tshuaj xyuas no tau pib nrog thawj daim ntawv teev npe ntawm 39,818 RIA cov tuam txhab los ntawm Securities thiab Exchange Commission tswj cov ntaub ntawv. Los ntawm cov txheej txheem, cov npe tau raug txiav mus rau 904 RIAs, nrog rau cov tuam txhab ua tau raws li CNBC cov cai.

CNBC cov neeg ua haujlwm tau xa email ntau heev rau txhua lub tuam txhab uas ua tau raws li cov txheej txheem pib los sau cov ntsiab lus ntxiv. Nyob rau hauv tas li ntawd, cov tuam txhab tawm tswv yim xav tau qeb duas ua tiav daim ntawv thov hais txog lawv cov kev coj ua. Pab pawg CNBC tau txheeb xyuas cov ntaub ntawv nrog cov tuam txhab thiab nrog SEC cov ntaub ntawv tswj hwm. AccuPoint ib zaug ntxiv siv CNBC cov khoom lag luam hnyav rau cov khoom lag luam ntxiv thiab ua kom cov tuam txhab, thaum kawg tsim cov npe ntawm 100 sab saum toj.

CNBC tsis tau them nqi txhua yam rau cov kws pab tswv yim kom tau teev nyob rau hauv qeb duas txhua xyoo.

Ntau los ntawm FA 100:
CNBC's No. 1 advisor pom zoo nrog Warren Buffett: 'Nws nyiam nyiaj ntsuab'
FA 100: CNBC qeb duas cov tuam txhab qhia nyiaj txiag sab saum toj ntawm 2022
CNBC's FA 100 lees paub cov kws pab tswv yim uas pab tib neeg ua kom tau nyiaj ntse

Cov ntsiab lus tseem ceeb ntawm cov ntaub ntawv siv hauv kev tshuaj xyuas tau raug tshuaj xyuas, xws li qhov tsawg kawg nkaus hauv paus lossis hauv qhov ntau, tshem tawm cov tuam txhab uas tsis ua raws li CNBC cov cai. Thaum cov npe thawj zaug tau muab tso ua ke, qhov hnyav kuj tau siv raws li. Cov ntaub ntawv no suav nrog:

• Lub tuam txhab tawm tswv yim cov ntaub ntawv tswj hwm / kev ua raws cai (tus kws sau ntawv sau tseg: Txhua lub tuam txhab uas tau tshaj tawm rau nws SEC ADV tau txiav txim tsis tsim nyog los ntawm qeb duas)
• Tus naj npawb xyoo hauv kev lag luam
• Tus naj npawb ntawm cov ntawv pov thawj kev npaj nyiaj txiag
• Tus naj npawb ntawm cov neeg ua haujlwm
• Tus naj npawb ntawm cov kws pab tswv yim peev sau npe nrog lub tuam txhab
• Qhov piv ntawm cov kws pab tswv yim peev rau tag nrho cov neeg ua haujlwm
• Tag nrho cov cuab tam raws li kev tswj hwm
• Feem pua ​​​​ntawm cov khoom muaj nqis los ntawm kev tswj hwm
• Tag nrho cov nyiaj hauv qab kev tswj hwm
• Tus naj npawb ntawm lub xeev uas RIA tau sau npe
• Lub teb chaws nyob.