Tag: investment products

Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...

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)...

Weighing In- Politicians Protect Wall Street Executives

It is a travesty of justice that Wall Street executives can rip-off consumers for billions of dollars each year with no accountability for the damage...

Should Financial Planners Implement Their Own Plans? – upd May 2015

One of the seamier sides of the financial services industry is reps and agents who use financial plans to help them sell investment and insurance...

Paladin’s Registry of Financial Advisors is a Free Service for Investors

The world’s first financial advisor directory was the Yellow Pages®. All you had to do was thumb through the pages until you found the listings...

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