Robo Advisor and Online Financial Advisor – Is There a Difference?
A Robo Advisor and Online Financial Advisor (OFA) are the same type of service provider. They both provide online investment advisory services. You do not...
Should I Select an Online Financial Advisor?
With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...
What to Consider When Selecting a Financial Advisor
Selecting a financial advisor can be a complicated task with so many factors to take into consideration. Whether you’ve had a longstanding relationship with an...
Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm
Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....
What Are Those Letters After Your Name? Credentials for Financial Advisors Explained
Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...
New Codes and Standards Redefine Certified Financial Planner
With the introduction of an updated code of conduct, holders of the Certified Financial Planner (CFP) designation will now have to adhere to stricter rules...
Compile a List of Financial Advisors in Just Minutes
Your friend recommended a financial advisor. You saw an ad for another financial advisor. You recognized the name of the firm of an older financial...
4 Tips from Google That Will Help You Find the Best Financial Advisor
What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want?...
RIA vs IAR: What Is the Best Type of Financial Advisor for You?
Financial advisors use a disturbing number of titles and qualifications these days, making it a challenge for an investor to determine what kind of advisor...
What Do I Do About a Bad Financial Advisor? Paladin Registry Complaints
Paladin Registry has helped thousands of investors find the best financial advisor to work with. Unfortunately, many of these investors have come to Paladin because...
