5 Tips for Rating the Quality of Financial Advisors

One of the most dangerous decisions investors make is determining the quality of financial advisors when they select them. Why so dangerous? If they make...

Do You Need a Financial Advisor?

Yes, but not just any financial advisor. You have to be very selective. You need a real financial advisor who provides high quality advice and...

How to Avoid Financial Advisors Who Use Fake Credentials

It all starts with financial advisors’ perception of investors. They know investors want financial experts helping them invest their assets. This creates a major marketing...

What Does it Mean to be a 5 Star Rated Financial Advisor in the Paladin Registry?

Financial advisors could have track records, but 99% do not. Why should they produce track records if they don’t have to? Investors are willing to...

Are Job-Hopping Financial Advisors Dangerous?

Let’s assume you are the owner of a company and you are interviewing candidates for a new position. You just interviewed an excellent candidate, but...

Is Your Financial Advisor a Double Dipper?

Jed Horowitz (Reuters) wrote an excellent article about three wealth management firms that market themselves as objective financial advisors, but they are being paid hidden...

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