What is a Fee Only CFP?
There is a lot of confusion about CFP® (Certified Financial Planner™) designees and their compensation systems. A big percentage of CFPs® claim to be fee...
Robo Financial Advisors are Not a Fad
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
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
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
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?
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
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?
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?
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?
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...
