5 Financial Planning Challenges Impacting Retirement – Updated Oct 2014
5 Financial Planning challenges impacting your retirement years is a must read for Americans who are accumulating assets for their future use. In fact, these...
Who are the Real Independent Financial Advisors?
There is a lot of press touting the benefits of selecting Independent Financial Advisors, but rarely does the media define the characteristics of these professionals....
How Investors Find Financial Advisors
Finding financial advisors can be easy. Finding a top quality financial advisor is much more difficult. 39.5% of investors find financial advisors through referrals. Their...
Investor Apathy Creates Major Financial Risks
Every year Paladin provides education to thousands of investors who use the services of financial planners, financial advisors, and money managers. Our experience shows 90% of...
Why Use Paladin Investment Performance Benchmarks
Paladin surveyed 550 investors to determine why they used a Paladin Investment Performance Benchmark to monitor their financial advisors’ performance. Following is a brief description of...
Can Sales Reps Claim to be Financial Advisors? – updated September 2014
You bet they can and they do. I checked the legality of the claim with FINRA, the SEC, and California (my state of residence) to...
5 Reasons Why a New Financial Advisor is a Hidden Risk – updated September 2014
If you do not ask a prospective financial advisor any other questions be sure to ask for his years of financial advisory experience. Your goal...
A New Player in the Financial Fiduciary Wars – Updated September 2014
A financial fiduciary are financial planners, investment advisors, and money managers who hold positions of substantial trust when they invest other peoples’ money. Investors are counting...
Finding the Best Financial Planner: NOT EASY! – Updated August 2014
Identifying the best financial planner is not easy because anyone can call himself a financial planner. Plus, there is no licensing for planners and no...
Obamacare Increases Your Need to Plan for Retirement
The number one reason Americans file for personal bankruptcy is medical expenses. And, Obamacare just increased this risk for millions of Americans who may not...
