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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
Title: Revenge of the Quiet Advisor - Adobe PDF (size: 145.9 KB)
Date Posted: 01/08/2009
A light-hearted review of a series off-the-mark predictions.
Title: Another Great Depression? - Adobe PDF (size: 96.9 KB)
Date Posted: 10/19/2008
The Great Depression began in earnest in October of 1929. By 1933, unemployment rates spiked to 25%, incomes plunged, construction stopped, thousands of banks failed and people suffered for years. The seriousness of the current economic situation invites comparisons to 1929. How a government responds to an economic crisis is vitally important. Generally, that response comes in the form of monetary and fiscal policy. Let’s hit the highpoints.
Title: Moral Hazard – The Root of the Problem - Adobe PDF (size: 104.2 KB)
Date Posted: 10/19/2008
As the global markets grapple with the notion that the U.S. financial malaise has spread to Europe and Asia, contagion ripples across the globe. Financial assets are now clearly out of favor as panic-stricken investors race one another to flee the capital markets.