Jack Waymire spent 28 years in the wealth management industry. For 21 of those years, he was the president of a national firm that provided planning and investment services to more than 50,000 clients. Since then he authored Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor and founded www.PaladinRegistry.com. Paladin is the only SEC registered firm that vets, validates and documents the quality of financial advisor credentials, ethics, business practices and services. Paladin has also provided information services and tools to more than two million consumers who depend on financial advisors to help them achieve their financial goals.
Assets
How to Measure the Health of Your Relationship with Your Financial Advisor
Financial advisors have an inherent conflict of interest, but transparency and disclosure of expenses, relative performance, and risk exposure can help protect your financial health.
Family trusts
Family Offices: The Ultimate Guide to Managing Your Wealth and Legacy
Family offices provide professional and personal services to wealthy families, with single-family offices managing one family's wealth and multi-family offices serving multiple unrelated families.
Accountability
Understanding the Roles of Control and Influence in Financial Advising
Smart investors should understand the difference between control and influence when communicating with financial advisors, as it is important to delegate control or influence to advisors to receive real financial experts with specialized knowledge who deliver competitive rates of return for reasonable amounts of risk and expense.
Children
How to Prepare Your Children to Manage Family Assets
Parents should prepare their children for the responsibility of investing family assets by educating them on financial expectations, reviewing third party relationships, and reviewing all documents pertaining to the family's assets.
