The core client of Blueprint Investment Partners is an independent financial advisor. They tend to be planning-focused, tech-savvy, and very entrepreneurial. Many either started as an independent or broke away from a wirehouse. As we’ve served this client base over the years, Blueprint Investment Partners have developed institutional knowledge about the behaviors, tactics, and strategies…

Let’s begin with a bold statement: we suspect no financial advisor (or asset manager, for that matter) has ever been fired for over-communicating with their client. But according to a recent study, a lack of communication is perhaps the easiest way to get replaced. Even the best advisors sometimes forget this. A survey of individual…

A study published in October by Cerulli Associates, a Boston-based financial services research and consulting firm, found that only 7% of financial advisory practices were suited to do their own research and portfolio construction/management. Yet, according to the same study, 62% of advisors are in fact performing these functions on behalf of their clients. Of…

My co-founder and I started Blueprint Investment Partners years ago, propelled both by a renegade streak and the desire to help improve people’s lives. We wanted to create a business of our own and something better than was available in the marketplace. If successful, we also believed it would afford us the ability to have…