Tag: transparency

The Next Generation Wealth Manager

Posted by Jon Robinson on 7/25/19 9:44 AM

At Blueprint, we spend a lot of time articulating the ‘why’ behind our systematic, process-driven investment approach. Our communications with advisors frequently emphasize behavioral finance because we believe that having a transparent process and educating our partners about exactly what to expect leads to better investment outcomes for their clients. Today’s note focuses on another, equally emphasized subject of our writings: advisor practice management. Please read on.

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Topics: Advisor Practice Management, Transparency, Systematic Investing

Grow Up and be a Fiduciary, Please!

Posted by Tommy Mayes on 7/9/18 4:49 PM

 

Like the networks in the summertime who replay their episodes to recycle good material, I thought a revisit of the much discussed and maligned DOL Fiduciary Rule was in order due to its recent vacating by the 5th Circuit Court in New Orleans.  With or without the rule, it is time for the industry to step up!

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Topics: Advisor Practice Management, Transparency

The Sundown Rule

Posted by Tommy Mayes on 5/17/18 2:24 PM

 

Back in the dark ages when I started my career in banking, the pace of work and communication was entirely different.  Imagine a world with no mail other than what came with a stamp on it or in an interoffice envelope (who remembers those?).  Your phone messages came on a pink slip of paper and you dictated your memos.  You could actually choose to leave your work at the office.  Of course, the biggest change today is that you literally carry your office around in your pocket or a backpack.  (Briefcases are gone as well.)

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Topics: Advisor Practice Management, Transparency

The Power of Simple Solutions

Posted by Jon Robinson on 4/23/18 2:47 PM

 

One hundred million users in the US, a market size of almost $70 billion, and growth rates ranging from 4.8% to almost 10% - these sound like the descriptive statistics of a thriving and successful industry[i].  Perhaps, but consider that the underlying problem this industry is trying to solve is getting worse, not better.  I’m talking about the weight loss and diet industry.

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Topics: Advisor Practice Management, Transparency

Continuous Improvement

Posted by Tommy Mayes on 3/26/18 3:24 PM

 

I have the benefit of an insider’s view of many different businesses associated with my family office and private equity work.  I sit on a few boards, spend significant time coaching and strategizing with executives, and actually have a few direct private investments myself where I am actively involved in business strategy and development.

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Topics: Advisor Practice Management, Transparency

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