Jack Waymire
Jack Waymire worked in the financial services industry for 28 years before he left to found the Paladin Registry (www.PaladinRegistry.com) in 2004. This investor education website was based on the Principles in Jack’s first book: "Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor." Jack is also the co-author of "5 Steps for Selecting the Best Financial Advisor (How the Internet has changed the game for investors and advisors)". Beginning in 2004, Paladin began vetting and documenting advisor credentials, ethics, business practices and services for investors. The Registry also has a free service that matches investors to advisors who meet Paladin’s minimum requirements for competence and trustworthiness.
Paladin’s Registry of Financial Advisors is a Free Service for Investors
By: Jack Waymire
The world’s first financial advisor directory was the Yellow Pages®. All you had to do was thumb through the pages until you found the listings...
How to Find the Best Financial Advisors
By: Jack Waymire
Your first step is to determine the criteria you will use to identify and select the best financial advisors or financial planners. They do not...
What is an Investment Performance Benchmark?
By: Jack Waymire
A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...
Select an Independent Financial Advisor to Invest Your Assets
By: Jack Waymire
The word “independent” has a lot of positive connotations, but it can also be a deceptive sales pitch by financial advisors who sell retirement products...
Is a Stockbroker a Real Financial Advisor?
By: Jack Waymire
No, they are not. Then why is there so much confusion? It starts with stockbrokers telling investors they are financial advisors. They make this false...
What Does it Mean to be a 5 Star Rated Financial Advisor in the Paladin Registry?
By: Jack Waymire
Financial advisors could have track records, but 99% do not. Why should they produce track records if they don’t have to? Investors are willing to...
Is the Personal Financial Advisor a Dinosaur?
By: Jack Waymire
Venture capitalists are betting hundreds of millions of dollars on firms that deliver web-based investment services. They are betting these firms will change the way...
Are All Certified Financial Planners ™ (CFPs®) Created Equal?
By: Jack Waymire
Absolutely not! The designation means the Certified Financial Planners ™ completed some coursework and passed an examination. It does not mean the planner is an...
The Evolution of the Financial Fiduciary
By: Jack Waymire
There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...
Choosing Between a Financial Advisor and a Robo Advisor
By: Jack Waymire
In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....