Tag: Online Financial Advisor

An Online Financial Advisor (Robo) comes in 3 Flavors

Paladin recently published online research reports for 18 Robo Financial Advisors. Before we conducted the research we thought there would be one, widely accepted business...

What is an Online Financial Advisor (Robo)?

Paladin produces research reports that document all types of financial professionals and firms.  An Online Financial Advisor (Robo) is a new type of firm that...

Should I Select an Online Financial Advisor? – Updated June 2014

With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...

An Online Financial Advisor – Is a Human or a Robot for You?

RoboAdvisor is a term that is used to describe an Online Financial Advisor that uses computer programs to invest assets. There is no interaction between...

Who Uses an Online Financial Advisor?

Paladin Research has identified five types of investors who are most likely to use the services of an Online Financial Advisor (OFA). An OFA is...

Robo Advisor and Online Financial Advisor – Is There a Difference?

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...

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