I have to admit I emailed them a rather crusty response to their post pointing out the inaccuracy of the list and mentioning that it didn’t inspire confidence in their financial management services. IIRC I wrote something like “I would never hire a wealth manager who was so slipshod as to post unverified information from an eight year old blog without doing any fact checking.” Okay, a little harsh, but predictably the response I received by email began,
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