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...
Why Using a Registered Investment Advisor is in Your Best Interest
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...
How to Determine which Financial Planner to Pick
I find that many people have anxiety about approaching retirement. This can be eliminated by creating a financial plan with a financial planner to see where...
5 Warnings When Finding Financial Advisors
A lot of investors believe finding financial advisors is a piece of cake. What could be simpler? They find you. However, for the past 11...
Does the SEC’s “Revolving Door” Impact Investor Protection?
Securities law is a very specialized type of law. As a result, regulatory bodies such as the Securities and Exchange Commission (SEC) recruit securities lawyers...
Can You Rate the Quality of Financial Advisors?
Every financial advisor claims to be an ethical investment expert. They know this is what you want to hear when you select a financial advisor....
Financial Advisors Claim They Can Beat the Market
80% of investors, who use the services of financial advisors, expect to beat the performance of the market. They pay higher fees and they take...
Why Fight Higher Ethical Standards for Financial Advisors?
You might believe Wall Street financial advisors are required to put your financial interests first. Your need to achieve your financial goals supersedes a firm’s...
Know the 5 Transparency Strategies used by Financial Advisors
Transparency is your single biggest source of financial risk when you rely on financial advisors to invest your retirement assets. It is the process advisors use to...
