investors

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Fiduciary or Suitability? SecureFamily or not so Secure?

I have recently seen a spate of advertisements from “Securefamily.org.” that attempts to discredit the work being done on pending fiduciary rules and regulations. Since […]

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 […]

Weighing In – 401(k) Fees, Wall Street and the Supreme Court

Americans who are saving for retirement in company-sponsored 401(k) plans have paid billions of dollars of excess expenses to Wall Street investment firms.

There are layers […]