Choosing Between a Financial Advisor and a Robo Advisor
By: Jack Waymire
In the past few years, much has been written about the rise of robo advisors, websites offering automated investment-allocation advice and other portfolio management services....
Finding a Financial Advisor to Manage Your Assets or DIY?
By: Jack Waymire
You may be accumulating assets or preserving assets if you are already retired. Either way you have to make a number of critical financial decisions...
5 Tips Help You Select the Best Investment Advisors
By: Jack Waymire
Paladin’s Registry service actually started in 2003 when “Who’s Watching Your Money?” a book that was written by the founder, was first published. This book established...
The Track Record of a Financial Advisor: Is it Real? Is it Fake?
By: Jack Waymire
When investors select a financial advisor, one of their most frequent questions is, “What performance can I expect if I select you?” Very few financial...
What is FINRA and What is the Role of FINRA (Financial Industry Regulatory Authority)
By: Jonathan Dash
If you are someone who scrutinizes their account statements or your financial documents, you might have come across the word ‘FINRA’ – probably in a...
How to Choose a Financial Advisor
By: Jack Waymire
If you’re considering working with a financial professional, the first question on your mind is probably, how do I know a good advisor from a...
An Independent Financial Advisor is a Safer Bet than Wall Street
By: Jack Waymire
Approximately 12 years ago the Securities Industry Association, now SIFMA, conducted a survey that showed more than 60% of investors relied on financial advisors who worked...
Is A Financial Advisor Worth The Cost?
By: Jack Waymire
How often have you heard the expression, “You need to spend money to make money?” Usually reserved for business owners, it’s a sentiment that can...
Define Robo – The Top 8 Questions Investors Ask About Robo Advisors
By: Jack Waymire
The robo advisor revolution, which started off with such promise, seems to have lost momentum. These automated digital-advisory services attracted a sizable amount of investor...
Financial Advisor Reviews – 5 Paladin Tips
By: Jack Waymire
The Securities and Exchange Commission (SEC) has recently ruled financial advisors can begin using reviews on social network and third party websites to help them...