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...
The 401k Retirement Challenge
When the tax code was changed years ago to include the 401k, companies moved away from offering of pensions, hence letting individuals manage their own...
5 Reasons Why Investors should use ETFs
Most ETFs (Exchange Traded Funds) are index funds that trade as securities. The S&P 500 is an index that measures the performance of 500 large...
