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
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
15 Weekly Stats for Financial Advisors: Week of April 15, 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
6 Best Practices In Client Communication For Financial Advisors
In our modern world, there are tons of ways to keep up with your clients and even prospects, and we’ve thought up a few ways below for you to keep in mind. Whether it’s their preferred means of communication or what you should be talking about with them, we hope you’ll find some of our strategies below useful...
3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder
George Gilder, as an investment expert, certainly had his ups and downs with an emphasis on downs. He is remembered by many for his wild eyed predictions of ‘making a...Read More