Financial Advisors, to Connect With Millennials and Women Investors, Don’t Assume Anything!

Let’s face facts: this country has a massive retirement savings problem. A large part of that is due to the surprising lack of financial literacy...

7 Steps for Financial Advisors to Master the Media

Master the Media and Enjoy the Dividends Financial advisors, there is no better marketing opportunity than to give your perspective through the media. You’re giving samples of...

Halloween: Time for Cults and Goblins (and Tribes)

It’s Halloween, time for some fun with cults and goblins and the like. Some cults and goblins are good. For years now the press has...

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...

Managing to Objectives Using Post Modern Portfolio Theory

by Dr. Frank Sortino and Ron Surz Investors have financial goals that advisors help them achieve. Most financial advisors manage to objectives, and most use...

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...

The Stock Market Stress Test

When the tide goes out you can see who has been swimming naked. Warren Buffett Introduction The S&P500 lost 6.5% in the third quarter and...

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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How can we help?