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Can Investors Create Financial Advisor Quality Ratings?
They can if they use the free tools on the Paladin Research & Registry website (www.PaladinRegistry.com). Free Paladin tools create the ratings investors need to select the best financial advisors....
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Five Tips for Interviewing Financial Advisors
Investors interview multiple financial advisors with a goal of selecting the best financial advisor. However, financial advisors are skilled at telling investors what they want to hear and omitting...
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How Can You Avoid Bad Financial Advisors?
Fred and Alice Smith are seeking their first financial advisor. They met an advisor at their bank, their insurance agent sells investment products, and they met an advisor at the local office of a...
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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 by Wall Street business...
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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 Have a Friendly Face. The good news is this...
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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 or three...
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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 like the best. Or, they take shortcuts. For...
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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 the advisor and you are impressed. At some point, you start discussing...
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New Paladin Service Exposes Financial Advisors Who Use Fake Credentials!
Paladin Research & Registry announced the launch of a new service that provides a one page research report and a peer group quality rating for more than 250 financial advisor certifications and...
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Want Financial Security? Defer Your Retirement!
80% of Americans need a wake-up call. Retirement in your early or mid 60’s and maintaining your current standard of living for the rest of your life is not going to happen. In fact, the rest of your...
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