Key Takeaways
Dave Porter, Founder and CEO of Trusted Advisor Search, was quoted in Financial Advisor IQ’s coverage of Morgan Stanley’s decision to suspend its participation in Shook Research’s advisor rankings following a disclosed six million dollar payment involving a Forbes editor.
Porter commented on the broader implications for ranking credibility across the industry: “I think Morgan Stanley’s doing the right thing, and I think the others will follow, to be honest with you. I think it’s going to shake up what’s objective and what’s not in the future, and that those lists will not have any credibility until somebody can prove otherwise.”
Read the full article, “Morgan Stanley Pulls Out of Shook Advisor Rankings Amid $6 Million Scandal,” by Katie Balevic in Financial Advisor IQ, August 25, 2026
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