Is Your Financial Planner an Insurance Agent? updated Oct’14
It used to be 70% of all financial planners were insurance agents who call themselves planners to facilitate the sale of life insurance and annuity...
The Financial Advisor Acronym Alphabet
With the growth of the financial advisor profession there has been a corresponding growth of financial designations. A common example of the type of designations...
5 Reasons to Meet with a Financial Planner
Financial planners help their clients build a financial portfolio and determine the best way to allocate your investments. This is commonly seen as a way...
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...
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...
Are Robo Financial Advisors Better than Humans?
To answer this question, it’s important to realize that investment consulting encompasses two distinct crafts: (1) the development of advice and guidance and (2) the...
Transparency Ratings for Online Financial Advisors (Robos)
Wall Street prefers traditional financial advisors that meet with you face-to-face. This method of contact maximizes the impact of advisor sales and relationship skills. What...
Online Investment Advice and Robo-Advisors
A number of recent articles in the investment press have focused on the rise of online investment advice, including so-called robo-advisors. A recent article also...
What is an Online Financial Advisor (Robo)?
Paladin produces research reports that document all types of financial professionals and firms. An Online Financial Advisor (Robo) is a new type of firm that...
