Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You
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 broader audience, cost less and provide better results in some...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 an operational insurance platform that allows our partners to provide the highest level of insurance access and support. We feature this weekly update with permission:...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 couple of days ago, I thought I would honor the day with a blog posting about ESG. Some reading that inspired this post was Jeremy...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 plan participants and the lawyers are on the same team here. And I totally agree with the participants’ logic and drive to find justice and...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 risk that these companies will be subjected to monetary penalties, additional charges, including charges against individuals. The Share Class Selection Disclosure Initiative that was announced...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 both tech and finance, and that decentralization specifically means more freedom. For example, Bitcoin users are very big on the fact that supply of Bitcoin...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 which involve constant interaction with the clients and prospects and is necessary to earn their trust with their money being entrusted to their advisers. This...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 an operational insurance platform that allows our partners to provide the highest level of insurance access and support. We feature this weekly update with permission:...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 killing’ in this or that dotcom in 1999. He led his readers to a painful near wipeout in 2000. However, that is not how history...Read More