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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 Dow […]

Can You Trust Your Financial Advisor?

As you may be aware, two made for television movies are currently being released about the life of Bernie Madoff, who in 2009 was sentenced […]

Transparency Ratings for Online Financial Advisors (Robos)

Wall Street prefers traditional financial advisors that meet with you face-to-face. This method of contact maximizes the impact of advisor sales and relationship skills.  What […]

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 […]

Who Are The Top Rated Financial Advisors?

Some magazines would have you believe the top rated financial advisors are the professionals who service the largest amounts of assets. An advisor with $300 […]