Robo Financial Advisors are Not a Fad
By: Jack Waymire
Robos are Online Financial Advisors who have automated the money management process. You select an investment objective and computer programs do the rest. The automation...
Finding a Financial Advisor is Risky Business
By: Jack Waymire
Finding a financial advisor on your own or waiting until they find you is the question. What are the most frequently used strategies if you...
Enter the Cyborg Advisor
By: Ron Surz
The next evolution of investment consulting is upon us. With robo advisors grabbing headlines and wads of venture capital it won’t take long for them...
Financial Advisors Ratings – The 5 Challenges
By: Jack Waymire
Investors will have more voice when they rate the quality of their financial advisors. Consumers have shown a propensity for reviewing the experience of others...
Who Are The Top Rated Financial Advisors?
By: Jack Waymire
Some magazines would have you believe the top rated financial advisors are the professionals who service the largest amounts of assets. An advisor with $300...
Financial Advisor Reviews and Ratings – Top 10 Criteria
By: Jack Waymire
Financial advisor reviews and financial advisor ratings that measure their quality are finally here. In the past, too many investors have been the silent majority....
How Good is a Financial Advisor Directory?
By: Jack Waymire
There is a proliferation of financial advisor directories on several websites. Is a Financial Advisor Directory a reliable way to select higher quality financial advisors...
An Online Financial Advisor – Is a Human or a Robot for You?
By: Jack Waymire
RoboAdvisor is a term that is used to describe an Online Financial Advisor that uses computer programs to invest assets. There is no interaction between...
Who Uses an Online Financial Advisor?
By: Jack Waymire
Paladin Research has identified five types of investors who are most likely to use the services of an Online Financial Advisor (OFA). An OFA is...
Why Using a Registered Investment Advisor is in Your Best Interest
By: Matt DiGennaro
Typically, it is not too hard to find an advisor willing to give you investment advice. But, when it comes to the standard of care...