Kalita Blessing, CFP®, CAP®, AEP® has been named to Barron's 2017 Top Women Financial Advisors
Source: Barron's “Top 100 Women Financial Advisors,” DATE, 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.
Kalita Blessing, CFP®, CAP®, AEP® has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
Kalita Blessing, CFP®, CAP®, AEP® and Mary Durie, CFP®, CAP®, AEP® have both been named to Forbes’ 2017 list of America’s Top Women Advisors.
To be considered for this ranking advisors must have at least seven years of experience. 13,174 advisor nomination were received for this ranking based on thresholds (2,723 women). Ranking algorithm is based on quality of practice, such as: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com.
Raymond James is not affiliated with Forbes or SHOOK Research. This recognition is not indicative of future investment performance and my not be representative of individual clients’ experience.
Dennis J. Moore, CFP®, shares professional development tips as a guest columnist in the January issue of Journal of Financial Planning.
Kalita Blessing, CFP®, CAP® has been named to Barron's 2016 Top Women Financial Advisors
The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of "N" indicates the advisor was not ranked in the specified year.
Kalita Blessing, CFP®, CAP® has been named to Barron’s 2016 Top Advisor Ranking: Texas
Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
D Magazine’s Best Financial Planners in Dallas, 2016:
D Magazine asked every Certified Financial Planner™ professional in the Dallas-Fort Worth Chapter of Financial Planning Association® to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFP®’s made the list.
D Magazine’s Top Wealth Managers in Dallas, 2016:
D Magazine asked every wealth management firm and team in Dallas-Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Consultants Association® to tell us about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $75,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and at least five years of experience. A panel of esteemed local wealth managers reviewed the final list.
Dennis J. Moore, CFP® has been named in Financial Advisor Magazine as “10 Young Advisors To Watch”.
Opinions expressed in this article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
Kalita Blessing, CFP®, CAP® and Mary H. Durie, CFP®, CAP®, AEP® have been named in the Registered Rep. Magazine as part of the Top 25 Women-Owned RIAs 2015 list.