Archives

Five Tips for Interviewing Financial Advisors

Investors interview multiple financial advisors with a goal of selecting the best financial advisor. However, financial advisors are skilled at telling investors what they want...

Can Investors Create Financial Advisor Quality Ratings?

They can if they use the free tools on the Paladin Research & Registry website (www.PaladinRegistry.com). Free Paladin tools create the ratings investors need to...

DEMAND YOUR “Investor Bill Of Rights”

State securities regulators have generally been more aggressive in protecting investors than FINRA or the SEC.  These enforcement tactics by some state agencies have even...

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...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.