Who Do You Trust More – Your Accountant or Your Financial Advisor?
There have been many articles that I have read and poll results I’ve seen through the years that place the accountant and/or CPA at the...
Weighing In: Wall Street Wins Again!
Citigroup received billions of dollars in public assistance for a problem it helped create. Now, according to Jonathan Weil at Bloomberg, see What’s Inside the...
Investor Risk, Value and Price
In large measure, the resolution of the international debt crisis revolves around whether the largest and most credit worthy nations (United States, Germany and Japan)...
Benchmarks Track Performance of Financial Advisors
How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...
Investors Need Protection From Bad Financial Advisors
There are good financial advisors and there are bad financial advisors. In fact 75% of financial advisors are not really advisors. They are sales representatives...
How Paladin Research Rates Financial Advisors
Paladin Advisor Research (www.PaladinRegistry.com) rates the quality of financial advisors who are Registered Investment Advisors or Investment Advisor Representatives. Paladin also rates the quality of...
Why Does Wall Street Fight Mandatory Disclosure for Financial Advisors?
Very few financial advisors have audited track records or quality ratings by objective third parties. And, there is limited public data that documents the quality...
Financial Advisor Credentials: Real or Fake?
A certification or designation is a credential that is supposed to mean a financial planner or financial advisor possesses specialized knowledge. The advisors spent hundreds...
Industry Regulations Favor Financial Advisors
The financial service industry is loaded with regulations that are not enforceable. For example, there is no way to regulate what financial advisors say to...
Financial Advisor Quality Ratings Are Here!
You have been able to view the ratings of restaurants, hotels, vacation destinations, and mutual funds for decades. The source of the rating gathers the...
