Emerging Markets Exposure – Direct vs Indirect
This article is Part 2 of a 3 part series on Emerging Markets Exposure: Where & How Much? We have two ways to gain emerging...
Short-termism and Constant Expected Investment Returns
Individuals have come to believe that they should expect 10% returns. Why shouldn’t they, given the recent strong returns over the last 5 years? Nonetheless,...
Transparency Ratings for Online Financial Advisors (Robos)
Wall Street prefers traditional financial advisors that meet with you face-to-face. This method of contact maximizes the impact of advisor sales and relationship skills. What...
Online Investment Advice and Robo-Advisors
A number of recent articles in the investment press have focused on the rise of online investment advice, including so-called robo-advisors. A recent article also...
What is an Online Financial Advisor (Robo)?
Paladin produces research reports that document all types of financial professionals and firms. An Online Financial Advisor (Robo) is a new type of firm that...
Five Tips For Selecting A 5 Star Financial Advisor
You want a financial expert you can trust to help you invest your retirement assets. Every financial advisor you talk to claims to be a...
What is a Financial Advisor? Are they Real?
One would think that the question of What is a Financial Advisor would be easy to answer. Unfortunately, it is one of the most abused...
What is a Fee Only CFP?
There is a lot of confusion about CFP® (Certified Financial Planner™) designees and their compensation systems. A big percentage of CFPs® claim to be fee...
Robo Financial Advisors are Not a Fad
Robos are Online Financial Advisors who have automated the money management process. You select an investment objective and computer programs do the rest. The automation...
Finding a Financial Advisor is Risky Business
Finding a financial advisor on your own or waiting until they find you is the question. What are the most frequently used strategies if you...
