Tag: money managers

Is Wealth Management Only for the Wealthy? – upd April 2015

Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you...

The Evolution of the Financial Fiduciary

There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...

Investor Myth: I Manage My Own Money

Paladin Research surveyed investors who claimed they managed their own assets. We were surprised to find, 81% of the time they were not actually acting...

Investor Apathy Creates Major Financial Risks – Updated September 2014

Every year Paladin provides education to thousands of investors who use the services of financial planners, financial advisors, and money managers. Our experience shows 90% of...

A New Player in the Financial Fiduciary Wars – Updated September 2014

A financial fiduciary are financial planners, investment advisors, and money managers who hold positions of substantial trust when they invest other peoples’ money. Investors are counting...

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...

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