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Paladin provides independent evaluations of financial advisors based on their credentials, ethics, and business practices.
Of the approximately 30,000 advisors Paladin has reviewed since 2004, only about 7% of them have received a 5-Star rating. The remaining 93% are turned away.
Paladin says, "The best certifications are the ones that required a lot of work and included a comprehensive examination to make sure the advisor´s acquired knowledge will help them do a better job for you. Four certifications and designations that stand-out are: CFA®, CFP®, CPA/PFS, and CIMA®."
(Please be aware that third-party ratings such as the 5-Star rating Glenn Wessel has received from the Paladin Registry cannot necessarily ensure future investment success or a higher level of investment performance.)
" The most highly regarded credential that is currently available to financial advisors." — 5 Stars
" The most recognized credential in the U.S." — 5 Stars
" The most highly regarded financial planner designation." — 5 Stars
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Date Posted: 10/18/2016
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Date Posted: 07/18/2016
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Date Posted: 04/01/2016
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Date Posted: 01/10/2016
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Date Posted: 10/10/2015
Investors are unnerved by a slow-down in hiring, a looming rate-hike, and a slowing of international economies, but jumping out of equities may not be the answer.
Title: NYSE, Puerto Rico, China, Greece, & Not Fighting the Fed - Adobe PDF (size: 471.9 KB)
Date Posted: 07/01/2015
The NYSE’s outage was mostly a non-event and Puerto Rico’s default is a non-issue for us because our debt is insured. China’s stock bubble is a sign of growing pains, but due to China’s size, the negative impact is likely to be felt elsewhere. A Greek default wouldn’t impact the rest of the world too much, but it’s banking contagion could if a deal is not reached that would result in it staying in the Eurozone. A 48-year study highlights some very interesting associations between Fed policy and the returns on various types of assets.
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Date Posted: 04/20/2015
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Date Posted: 01/01/2015
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Date Posted: 10/10/2014
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Date Posted: 07/01/2014