Tag: financial fiduciaries

What Does it Mean to be a 5 Star Rated Financial Advisor in the Paladin Registry?

Financial advisors could have track records, but 99% do not. Why should they produce track records if they don’t have to? Investors are willing to...

A Registered Investment Advisor is Your Key to a Secure Retirement

Did you know there are two types of financial service companies? One is paid a commission to sell you investment products aka Broker/Dealer. The other...

Should I Select a Financial Advisor or an Investment Advisor?

You may already know titles in the financial service industry don’t mean much. Most investment advisors and financial advisors use the titles that create the...

Who Are the Real Financial Fiduciaries?

The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...

How Investors Find Financial Advisors

Finding financial advisors can be easy.  Finding a top quality financial advisor is much more difficult. 39.5% of investors find financial advisors through referrals.  Their...

Fixing ERISA to Protect Against High Plan Fees

The Employees Retirement Income Security Act (ERISA) was created to protect and promote the interests of pension plan participants and their beneficiaries. Unfortunately, ERISA, in...

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