15 Weekly Stats for Financial Advisors: Week of May 13, 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
5 “Worst Practices” Every Financial Advisor Should Avoid
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...Read More
15 Weekly Stats for Financial Advisors: Week of May 6, 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
Diversification by Twitter: How Trump’s Trade Tactics Are Changing Financial Markets
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...Read More
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
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