Tag: Paladin Research

How to Know if Your Financial Advisor is a Real Investment Expert

What does it mean if your current advisor is not a real investment expert? It means your advisor mislead you. What should you do the next...

Your Financial Advisor Should Not Be Your Friend

You meet a financial advisor who is a member of your church or country club. Over a period of months, you gradually get to know...

5 Ways Your Financial Advisor Selection Process Creates Hidden Risks!

Most investors do not have formal processes that they use to select financial advisors. They usually interview a few advisors and select the ones they...

Weighing In: Friendly Financial Advisors Rip-Off Senior Investors

Financial advisors know seniors and other investors do not have objective processes for evaluating their competence, ethics, business practices, and services. Seniors typically interview two...

Weighing In: Friendly Financial Advisors are Dangerous!

This investor and her friends and neighbors were victimized by a friendly financial advisor who was also a criminal. See For Retirees, Investment Fraud Can...

Weighing In: Securities Arbitration is a Travesty of Justice

Every service agreement of every financial services company limits a damaged investor’s legal recourse to an arbitration process that is administered by FINRA and controlled...

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