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Insights & Updates
Industry analysis, compliance guidance, and platform news for the financial services supply chain.
Verdica Financial9 min read
Financial Services Trust Index: Which States Have the Highest-Scoring Investment Advisers and Financial Firms?
Verdica's analysis of 1,000 SEC-regulated investment advisers and financial firms reveals an impressive landscape where all entities earned an A grade, averaging 787 out of 850 points. Based on 3,028 SEC enforcement records updated September 21, 2026, this comprehensive state-by-state breakdown helps small business owners identify the most trustworthy financial partners.
Sep 21, 2026
Verdica Financial4 min read
How to Check Financial Adviser Compliance Before Hiring a Financial Adviser
Before hiring a financial adviser, smart individual investor or plan sponsor evaluating advisory firmss verify compliance first. This guide walks through exactly what to check, which SEC records matter, and how to spot red flags.
Apr 17, 2026
Verdica Financial5 min read
What Is a Financial Adviser Trust Score?
Verdica's financial trust score distills SEC regulatory data into a single 300-850 rating. Here's how the scoring works, what each sub-score measures, and why it matters when evaluating financial advisers.
Apr 17, 2026