The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can be done to improve the plan. In other words, you need to check their past year
Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re working in. Give you an idea just how important they are in today’s digital marketing landscape lets take a look at just a few statistics
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 an operational insurance platform that allows our partners to provide the highest level of insurance
There are plenty of bad practices out there in the financial advisory space from conflicts of interest to being out of touch with your clients. But what should you avoid as a financial advisor when it comes to your own practice? Here a few bad
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 an operational insurance platform that allows our partners to provide the highest level of insurance
Donald Trump yesterday suddenly threatened to increase tariffs on many Chinese goods from 10% to 25% effective this Friday. He also threatened to institute many new tariffs. According to his math, the new tariffs will amount to 25% on about $375 Billion in goods or
Currently, we live in the age of “Big Data”. "Big Data" is a field that assists with data analysis, data extraction, information processing using huge data sets that are too large or complex to be dealt with by traditional data-processing application software. Analysis of data
The key point in your benefit plan’s success is in its design. And if your company hasn’t thought much about it, it might be the time for you to consider a thorough analysis to see how well your current plan is designed. There is no such
Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100 robo-advisors on the market nowadays, and most of them are called a new word in the financial advising industry, as they are considered for the