15 Weekly Stats for Financial Advisors: Week of April 29, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides...Read More
To ESG or Not to ESG?
Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic in recent years. Since Earth Day was just a...Read More
How advisors can avoid excessive fees lawsuits and become better fiduciaries at the same time
As we can see from the news excessive fee lawsuits are not going away. It makes a lot of sense that it continues to happen because people smell money. The...Read More
The SEC Enforces Share Class Disclosure
According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in the Share Class Selection Disclosure Initiative. There is a huge...Read More
A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains
When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in...Read More
How Advisors Can Connect With Different Types of Clients
Advisors work with their clients to achieve some of the most important goals in their lives by building the financial foundation for retirement. There are many aspects of this process...Read More