Why Do So Many Investors Select Bad Financial Advisors?
Bad financial advisors are dangerous because they are not necessarily bad people or criminals like Bernie Madoff. In fact, they could be nice people who...
Weighing In: Who Comes First at J.P. Morgan?
Several years ago I attended a meeting at a major Southeast bank that was just starting to sell alternative products (securities, mutual funds) to its...
Five Tips for Interviewing Financial Advisors
Investors interview multiple financial advisors with a goal of selecting the best financial advisor. However, financial advisors are skilled at telling investors what they want...
Can Investors Create Financial Advisor Quality Ratings?
They can if they use the free tools on the Paladin Research & Registry website (www.PaladinRegistry.com). Free Paladin tools create the ratings investors need to...
Weighing In: Wall Street Wins Again!
Citigroup received billions of dollars in public assistance for a problem it helped create. Now, according to Jonathan Weil at Bloomberg, see What’s Inside the...
Benchmarks Track Performance of Financial Advisors
How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...
Investors Need Protection From Bad Financial Advisors
There are good financial advisors and there are bad financial advisors. In fact 75% of financial advisors are not really advisors. They are sales representatives...
How Paladin Research Rates Financial Advisors
Paladin Advisor Research (www.PaladinRegistry.com) rates the quality of financial advisors who are Registered Investment Advisors or Investment Advisor Representatives. Paladin also rates the quality of...
Why Does Wall Street Fight Mandatory Disclosure for Financial Advisors?
Very few financial advisors have audited track records or quality ratings by objective third parties. And, there is limited public data that documents the quality...
Financial Advisor Credentials: Real or Fake?
A certification or designation is a credential that is supposed to mean a financial planner or financial advisor possesses specialized knowledge. The advisors spent hundreds...
