Tag: personal financial advisor

Tips To Make Sure Your Beneficiaries Are Accurate

There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance...

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...

Should I Select an Online Financial Advisor? – Updated June 2014

With all of the recent buzz happening in the online financial advice space, we thought it would be appropriate to review our terminology that we used...

An Online Financial Advisor – Is a Human or a Robot for You?

RoboAdvisor is a term that is used to describe an Online Financial Advisor that uses computer programs to invest assets. There is no interaction between...

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