The Evolution of the Financial Fiduciary
By: Jack Waymire
There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...
Finding a Financial Advisor to Manage Your Assets or DIY?
By: Jack Waymire
You may be accumulating assets or preserving assets if you are already retired. Either way you have to make a number of critical financial decisions...
5 Tips Help You Select the Best Investment Advisors
By: Jack Waymire
Paladin’s Registry service actually started in 2003 when “Who’s Watching Your Money?” a book that was written by the founder, was first published. This book established...
Robo Advisor and Online Financial Advisor – Is There a Difference?
By: Jack Waymire
A Robo Advisor and Online Financial Advisor (OFA) are the same type of service provider. They both provide online investment advisory services. You do not...
Is Wealth Management Only for the Wealthy? – upd April 2015
By: Jack Waymire
Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you...
Investor Myth: I Manage My Own Money
By: Jack Waymire
Paladin Research surveyed investors who claimed they managed their own assets. We were surprised to find, 81% of the time they were not actually acting...