Are All Certified Financial Planners ™ (CFPs®) Created Equal?
Absolutely not! The designation means the Certified Financial Planners ™ completed some coursework and passed an examination. It does not mean the planner is an...
The Evolution of the Financial Fiduciary
There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...
Choosing Between a Financial Advisor and a Robo Advisor
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?
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
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?
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)
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
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
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?
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...
