Paladin Registry

Paladin Registry Helping investors find, screen, and hire financial advisors since 2003. We know advisors! All of our services and resources are provided free to investors.

We have developed more than 25 services and resources that help investors make the right decisions when they select, retain, and replace financial advisors. We are an independent, unbiased source of information about advisors and firms. We are not licensed to sell any type of financial service or product. No advisor or firm is employed by or affiliated with Paladin. No advisor or firm has an ownership position in Paladin.

Whether you currently own an IRA and plan to pass it on, or you have recently inherited one or know you will inherit one...
03/23/2026

Whether you currently own an IRA and plan to pass it on, or you have recently inherited one or know you will inherit one in the future, knowing inherited IRA Distribution Rules is critical.

In the article, “Inherited IRA Distribution Rules: Key Things for Beneficiaries to Know”, we discuss the existing beneficiary IRA rules in detail.
https://www.paladinregistry.com/blog/retirement/inherited-ira-distribution-rules/

An advisor’s credentials reveal their education, training, and professional expertise. They also help you understand whe...
02/05/2026

An advisor’s credentials reveal their education, training, and professional expertise. They also help you understand whether the financial advisor is qualified, certified, and capable of handling your financial needs. You may verify an advisor’s credentials by:

Check FINRA BrokerCheck

Use the Investor Adviser Public Disclosure (IAPD) website

Look them up on the Internet

Verify their fiduciary status

Browse through SEC Action Lookup - Individuals (SALI)

In the article, “How to Check a Financial Advisor’s Credentials”, we cover how to verify the credentials of a financial advisor so that you can make an informed decision. "
https://www.paladinregistry.com/blog/advisors/how-to-check-a-financial-advisors-credentials/

A high-net-worth individual, commonly defined as someone with at least $1 million in liquid, investable assets, operates...
01/16/2026

A high-net-worth individual, commonly defined as someone with at least $1 million in liquid, investable assets, operates in a framework shaped by access, regulation, and opportunity. Let’s take a look at the top 10 investment opportunities for high-net-worth individuals:

Capture growth through global public equities

Access long-term value via private equity

Fuel innovation with venture capital

Build a stable income with direct real estate

Diversify property exposure using listed REITs and private real-estate funds

Enhance risk-adjusted returns with hedge funds

Generate predictable cash flow through private credit

Hedge inflation with commodities, precious metals, and real assets

Preserve and grow wealth with collectibles, fine art, and luxury tangibles

Stabilize portfolios with high-quality, tax-efficient fixed income

In the article, “10 Investment Options for High-Net-Worth Individuals”, we explore different investment options for high-net-worth individuals that can help build resilient, opportunistic portfolios. https://www.paladinregistry.com/blog/investing/investment-options-for-high-net-worth-individuals/

The 401(k) is one of the most widely used retirement savings tools in the U.S., designed with a strong structure, clear ...
01/16/2026

The 401(k) is one of the most widely used retirement savings tools in the U.S., designed with a strong structure, clear rules, and well-defined processes for contributions, withdrawals, and investments. However, a 401(k) is ultimately managed by your employer, and the plan can be suspended, frozen, or even terminated.

In the article, “What Happens When My Employer Suspends Its 401(k) Program?”, we break down what really happens if your employer suspends its 401(k) program, including what your options are, so you don’t end up losing your hard-earned savings to avoidable taxes or poor decision-making. Read more https://www.paladinregistry.com/blog/retirement/what-happens-when-my-employer-suspends-its-401k-program/

Inflation-protected securities are a type of government-backed bond designed to make sure your money retains its purchas...
12/13/2025

Inflation-protected securities are a type of government-backed bond designed to make sure your money retains its purchasing power over the years. In the U.S., these bonds are called Treasury inflation-protected securities, or TIPS. When you use them as part of a broader, well-balanced portfolio, they can offer many benefits, especially during periods of high inflation.

In the article, “Treasury Inflation-Protected Securities (TIPS) for Investing in Inflation”, we explore TIPS as an investment option and how you can beat inflation and safeguard your returns during inflationary periods by investing in them.
https://www.paladinregistry.com/blog/investing/treasury-inflation-protected-securities-tips-for-investing-in-inflation/

Estate planning for high-net-worth individuals is immensely important to ensure their wealth is protected, efficiently t...
11/13/2025

Estate planning for high-net-worth individuals is immensely important to ensure their wealth is protected, efficiently transferred, and aligned with their goals. Reviewing one's estate plan before the year ends can help start the new year with greater clarity and tie up any loose ends that may have been overlooked.

Some of the best strategies for estate planning for high-net-worth individuals include:

Explore and understand different gifting strategies for high-net-worth estates and implement them

Set up those trusts if you haven’t already

Use Qualified Charitable Distributions (QCDs)

Use a 529 account

Talk turkey with your family and financial advisor

In the article, “5 Year-End Estate Planning Trends for High-Net-Worth Clients to Consider”, we explore five year-end estate planning tips that you can consider if you want to protect your assets and family.
https://www.paladinregistry.com/blog/personal-finance/5-year-end-estate-planning-trends-for-high-net-worth-clients-to-consider/

When it comes to wealth managers, you need to weigh two things: What they cost, and What they actually do for you...
10/21/2025

When it comes to wealth managers, you need to weigh two things:

What they cost, and

What they actually do for you

Wealth management fees, no matter how high or low they may seem, can be worth it in certain situations. These situations include:

If you are a high-net-worth individual with a big portfolio

You have a big goal coming up or need help preparing for one

You want assistance with multiple financial planning needs

In the article, “Are Wealth Managers Worth the Cost?”, we discuss the role of a wealth manager, so you can answer for yourself - are wealth management fees worth it?
https://www.paladinregistry.com/blog/advisors/wealth-management-fees/

An IRA is a tax-advantaged personal retirement savings account designed to help individuals save for retirement. You can...
09/27/2025

An IRA is a tax-advantaged personal retirement savings account designed to help individuals save for retirement. You can open one on your own through a bank, brokerage, mutual fund company, or even a life insurance company.

The two most common types of IRAs are Traditional and Roth IRAs. In the former, you contribute pre-tax money which goes on a tax-deferred basis while in the latter, you contribute after-tax money which grows on a tax-free basis.

In the article, “What is an IRA?”, we cover what an IRA is, how it works, the different types available, contribution limits, tax benefits, and withdrawal requirements. Read more https://www.paladinregistry.com/blog/retirement/what-is-an-ira/

Knowing the difference between portfolio management and wealth management matters because it helps you figure out exactl...
09/08/2025

Knowing the difference between portfolio management and wealth management matters because it helps you figure out exactly what kind of financial guidance you need.

Portfolio management differs from wealth management in several ways, such as the scope of services offered, costs incurred, and which professional handles it.

In the article, “What is the Difference Between Portfolio Management and Wealth Management?”, we break down the distinctions between portfolio management and wealth management, so you can stop scratching your head and start making smarter choices.

Read more https://www.paladinregistry.com/blog/personal-finance/portfolio-management-vs-wealth-management/

CFP stands for Certified Financial Planner. A CFP holds extensive expertise in a wide range of services, including tax p...
09/03/2025

CFP stands for Certified Financial Planner. A CFP holds extensive expertise in a wide range of services, including tax planning, investment management, retirement planning, estate planning, and insurance needs.

They can help you choose the right investment tools, manage your asset allocation, and rebalance your portfolio as markets and your life change. They can introduce you to suitable products that match your needs and risk appetite. They can ensure the tools you select are tax-efficient and provide a realistic picture of the returns to expect, while always keeping your risk tolerance and long-term goals in mind.

If you are looking for financial guidance that goes beyond basic budgeting or investing tips, such as retirement planning, tax strategies, inheritance or estate planning, or managing multiple financial goals together, a CFP can be the right fit.

In the article, “What is a Certified Financial Planner (CFP)? “, we break down what a CFP is and why it matters when you are deciding who to hire to manage your money.

Read more - https://www.paladinregistry.com/blog/advisors/what-is-a-certified-financial-planner/

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