Define Robo – The Top 8 Questions Investors Ask About Robo Advisors
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
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...
Your Financial Advisor Should Not Be Your Friend
You meet a financial advisor who is a member of your church or country club. Over a period of months, you gradually get to know...
A Registered Investment Advisor is Your Key to a Secure Retirement
Did you know there are two types of financial service companies? One is paid a commission to sell you investment products aka Broker/Dealer. The other...
5 Ways the Internet Helps You Find the Top Financial Advisors
How do you truly find the top financial advisors and not just fall for the best sales pitch? Picture this: You pull up to a...
Why You Need Independent Financial Advice
If you’re like most people you don’t associate “independent” with the investment of your assets. You assume all financial advisors provide independent advice, but that...
5 Ways to Identify Fake Financial Planners
It is fair to say every family in America needs a financial planners. A high quality plan is your roadmap to a secure financial future:...
Do Fiduciary Financial Advisors Produce Better Results?
When it comes to finding the best financial advisor, I always recommend choosing a fiduciary financial advisor. But do fiduciary financial advisors really produce better...
Is Your Financial Advisor a Double Dipper?
Jed Horowitz (Reuters) wrote an excellent article about three wealth management firms that market themselves as objective financial advisor, but they are being paid hidden...
Who are the Best Financial Advisors?
I am going to disclose a bias right up front. With very few exceptions, I do not recommend selecting a financial advisor from a big...
