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5 Biggest Mistakes People Make When They Select Financial Advisors

Several years of Paladin (www.PaladinRegistry.com) surveys show 18% of the people who rely on financial advisors believe they know how to determine the quality of […]

By |August 24th, 2015|Categories: Advisors|Tags: , , , , , |1 Comment

Republican Presidential Candidates Sound a Lot Like Financial Advisors

Did you happen to see the Great Presidential Debate last Thursday that debuted 10 Republican candidates for President of the United States?

I thought Fox News […]

Weighing In – Who Protects You From Bad Financial Advisors?

Most investors believe their financial advisors are competent and ethical. Otherwise, they would terminate the relationships. The same investors also believe they are protected by […]

By |June 8th, 2015|Categories: Advisors|Tags: , , , , |0 Comments

What Your Financial Advisor Should Be Doing For You

The age of consumerism has passed over the financial services industry.  This means average investors who buy mutual funds, insurance policies, annuities and other types […]

5 Things You Do Not Know About Financial Advisors

Investors should hold their financial advisors in high esteem, the same way people hold their doctors in high esteem. One is responsible for financial well-being, […]

Are Broker-Dealers and Investment Advisors Prepared for Cyber-Attacks?

Last month, the SEC’s Office of Compliance Inspections and Examinations (“OCIE”) published its findings on susceptibility to cyber-attacks, having investigated 57 registered broker-dealers and 49 […]

By |April 14th, 2015|Categories: Advisors|Tags: , , |0 Comments