I have a passion for helping our clients and sharing with them the experience I have gained by working in this field for over 25 years,” says Michael. “Thank you for allowing me to work with you to assist you in achieving your retirement goals.”
Philadelphia, PA (PRWEB) November 30, 2015
“Our firm optimizes our clients’ probability of meeting their retirement goals,” says Michael B. Glackin of InR Advisory Services, LLC. “I am honored to be recognized for our commitment to helping our clients achieve their retirement goals.”
Five Star Professional is pleased to announce Michael B. Glackin, InR Advisory Services, LLC, has been chosen as one of Philadelphia’s Five Star Wealth Managers for 2015.
Five Star Professional partnered with Philadelphia magazine to recognize a select group of Philadelphia-area wealth managers who provide quality services to their clients. Michael B. Glackin is featured, along with other award winners, in a special section of the December issue.
“I have a passion for helping our clients and sharing with them the experience I have gained by working in this field for over 25 years,” says Michael. “Thank you for allowing me to work with you to assist you in achieving your retirement goals.”
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” says Jonathan Wesser, Research Director, Five Star Professional.
Michael B. Glackin’s Five Star award profile can be viewed here.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 4,696 Philadelphia wealth managers were considered for the award; 805 (18 percent of candidates) were named 2015 Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to http://www.fivestarprofessional.com.
Registered Principal Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative InR Advisory Services, LLC., a Registered Investment Advisor, Cambridge and InR are not affiliated.