{"id":930025,"date":"2026-10-16T08:04:19","date_gmt":"2026-10-16T08:04:19","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/930025\/"},"modified":"2026-10-16T08:04:19","modified_gmt":"2026-10-16T08:04:19","slug":"shook-rebrands-plans-to-resume-advisor-rankings-in-december","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/930025\/","title":{"rendered":"Shook Rebrands, Plans to Resume Advisor Rankings in December"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Shook Research has rebranded as Veritant and plans to resume its advisor rankings with Forbes magazine later this year, according to an announcement on Thursday.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The company will return with a top RIA firm ranking in December under the new name, which is a nod to veritas, the Latin word for truth, a spokesperson said. It will resume a full slate of advisor lists and events in 2027.<\/p>\n<p class=\"wp-block-paragraph\">The move comes less than two months after the company <a href=\"https:\/\/www.advisorhub.com\/forbes-shook-suspend-rankings-and-2026-events\/\" rel=\"nofollow noopener\" target=\"_blank\">halted<\/a> its lists and scrapped upcoming advisor conferences amid fallout from an undisclosed $6 million payment by Shook\u2019s founder to a former Forbes editor.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The December timeline is ahead of an <a href=\"https:\/\/www.advisorhub.com\/shook-ceo-tells-advisors-rankings-will-resume-in-2027-under-new-brand\/\" rel=\"nofollow noopener\" target=\"_blank\">earlier schedule<\/a>, which had suspended all events and rankings until next year. The spokesperson said it had demand from advisors and firms that expressed confidence in the rankings.<\/p>\n<p class=\"wp-block-paragraph\">Two of the largest brokerage firms, Morgan Stanley Wealth Management and Wells Fargo Advisors, had suspended participation in the Forbes rankings and conferences following disclosure of the payment.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Spokespeople for Morgan Stanley and Wells declined to comment.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The Veritant spokesperson said it remains in \u201cactive dialogue\u201d with key relationships but did not say whether either wirehouse had agreed to return. \u201cWe are hopeful that we get full participation from our key relationships as we result our research and full slate of rankings in 2027,\u201d the spokesperson stated. <\/p>\n<p class=\"wp-block-paragraph\">The controversy had centered on a payment from Shook founder RJ Shook to Randall Lane, Forbes former chief content officer, after Shook sold his rankings business to private equity firm PPC enterprises last year. Shook said he was compensating Lane for services and guidance, including help with the sale.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Shook and his wife, Liz, relinquished their remaining ownership and roles in the business as part of a settlement with PPC and Shook, according to an August statement.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The Veritant spokesperson said that its leadership conducted \u201cextensive investigations\u201d and found no evidence that the payment affected the integrity of its research.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Veritant also adopted a charter that calls for a separation between research and commercial activities and a third-party audit of its governance and methodology. The company\u2019s website does not identify the third-party.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">The company, led by Chief Executive Molly Bennard, said its rebrand is part of a year-long project that also included investments in research tools, technology and data collection.<\/p>\n<p>                  Like this article? Let AdvisorHub come to you!\u00a0\u00a0<a class=\"button\" href=\"https:\/\/advisorhub.com\/newsletter-sign-up\/\" rel=\"nofollow noopener\" target=\"_blank\">Sign up<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Shook Research has rebranded as Veritant and plans to resume its advisor rankings with Forbes magazine later this&hellip;\n","protected":false},"author":2,"featured_media":930026,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[496710,64,63,99,186,29346,184,185,314844,496711,496712,208641],"class_list":["post-930025","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-advisor-rankings","tag-au","tag-australia","tag-business","tag-finance","tag-morgan-stanley","tag-personal-finance","tag-personalfinance","tag-ria","tag-shook","tag-veritant","tag-wells-fargo"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/930025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=930025"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/930025\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/930026"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=930025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=930025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=930025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}