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...

Three Ways to Identify Real Independent Financial Advisors

Two of the most misunderstood and abused words in the financial service industry are “independent” and “independence”. These words have very positive connotations when financial...

Should Financial Advisors Have Quality Ratings and Track Records?

Yes, because very few investors know how to identify real financial advisors and determine their quality before they select them. This opens the door to...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.