Jack Waymire

Are Robos Fiduciaries When They Provide Financial Advice and Services for Fees?

Very few investors, individual or institutional, know there are two ethical standards for financial advisors and firms. The higher ethical standard is known as “Fiduciary”....

5 Tips for Improving Financial Advisor Websites

Every financial advisor has a website.  Most of the sites were launched years ago when firms thought it was important to have sites because all...

How to Attract Today’s Investor – Infographic

Every RIA in America is watching the development of Robo and Virtual Advisor business models. They want to know how investor perceptions are changing and...

How a Website is Key to a Financial Advisor’s Success

A bad website has a negative impact on every prospective client who visits a site to learn more about a firm or financial advisor. Investors...

Will an Investor Select a Virtual Financial Advisor?

You are already a Virtual financial advisor when you use the Internet, telephone, and Skype to service remote clients. You became Virtual when there was...

Financial Advisors – What Can You Do to Attract These 5 Types of Investors?

Paladin Research has identified five types of investors who are most likely to use the services of a Robo Advisor or Virtual Advisor (VA).  Financial advisors, it’s...

Financial Advisors, Are You Ready? – Infographic

Yes, the Internet is finally beginning to impact the way investors buy advice and services from financial advisors. The evolution is very gradual so it...

Does Schwab’s New Robo Service Put Virtual RIA Interests First?

You would have to be pretty naïve to believe Schwab built its Robo service for Virtual RIAs. Schwab built the service to compete with rapidly...

Paladin Registry’s New Digital Marketing Services

Paladin has spent the past 12 years marketing RIAs and IARs to investors over the Internet. This invaluable experience created substantial demand from RIA members...
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