Should I Select an Online Financial Advisor?
By: Jack Waymire
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
By: Adam Wojtkowski
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
By: Lauren Aimes
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
By: Lauren Aimes
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
By: Lauren Aimes
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
By: Lauren Aimes
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
By: Lauren Aimes
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?
By: Lauren Aimes
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
By: Lauren Aimes
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...
What are Retirement Assets? What’s a Fiduciary? Financial Terms Explained
By: Lauren Aimes
Not all investors are financial geniuses. In fact, most aren’t. That’s why they look to hire the best financial advisor to care for and properly...