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.
Is Your Financial Planner a Real Expert?
By: Jack Waymire
How do you determine if your financial planner is a real expert or a sales representative masquerading as a financial planner to sell you investment...
The Three Most Important Questions You Should Ask a Financial Advisor
By: Jack Waymire
You need to know the financial services industry is made-up of sales representatives and financial advisors. They have very different roles, but most sales representatives...
Financial Advice versus Financial Recommendations
By: Jack Waymire
Did you know there is financial advice and financial recommendations and the difference between the two may determine when you retire, how you live during...
How to Find and Select a Real Financial Advisor
By: Jack Waymire
Your best solution for finding a real financial advisor is the Internet for three reasons. First, it is easy to find financial advisors. Just enter...
Select an Investment Advisor Who Also Makes Decisions
By: Jack Waymire
Some investment advisors provide financial advice, but they require you to make the final decisions. For example, these investment advisors will recommend the purchase of...
Investment Advisor or Financial Advisor – Is There a Difference?
By: Jack Waymire
Sometimes the titles that investment advisors and financial advisors give themselves are indicators for the types of services they provide. Why do you need indicators?...
Who are the Best Investment Advisors?
By: Jack Waymire
The answer to this question is based on your definition of “best” when you select an investment advisor. Is he the investment advisor with the...
How to Find a Financial Advisor
By: Jack Waymire
Finding a financial advisor can be as easy as going to the Yellow Pages, selecting two or three names, and telephoning them. Of course you...
Is Your Investment Advisor a Money Manager?
By: Jack Waymire
Advisors, reps, and agents all have specific roles, but it can be very confusing when they are vying for control of your assets. One of...
How to Identify a Real Financial Advisor
By: Jack Waymire
There are financial advisors, investment advisors, money managers, financial consultants, financial planners, retirement planners, and investment representatives. All of them want to invest your assets...