The Committee for a Universal Performance Standard:
Promoting a Consistent Financial Advisor Performance Standard

Recently Released!!!
Date Published: April 2013
Comprehensive Power Point Deck: 19 Slides
Summary Power Point Deck: 9 Slides

The Committee for a Universal Performance Standard was founded by BrightScope & The Spaulding Group in 2012. The Committee for a Universal Performance Standard's web site can be found at

The Committee for a Universal Performance Standard's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the organization, including its number of employees, institutional clients, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Universal Advisor Performance Standard (White Paper)
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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