Parkside Financial Bank & Trust was recently listed in the St. Louis Business Journal as a top wealth manager. The National Association of Board Certified Advisory Practices (NABCAP) evaluated and selected 36 firms in the metropolitan area that met NABCAP’s objective criteria based on the following categories: financial planning, investment planning, accountability, practice management, education, credentials, designations, cost, disclosure, fees, compensation, technology and software, performance, risk, operations, team, experience, personnel, reporting, customer service model and client education model.
NABCAP is an unaffiliated, nonprofit organization based in Colorado that was created to tackle the challenge of identifying top practitioners, and through the process help reform the public’s perception of the industry and its professional membership.
