An Authentic View of AI’s Impact On Wealth Advisors & Fee Transparency
In recent months, AI enhancements have led many experts to call for the end of the traditional AUM-based model. A new white paper outlines the disruption afoot.
Hard to Argue with 220 Years of Data: The Case for Trend Following
A study of 220 years of global market data evaluated defensive investing strategies and found trend following consistently ranks among the most effective and reliable.
The Science of Scale for Financial Advisors
What is the most expensive input that financial advisors must have to run a successful practice? We think it’s time, the most precious (and limited) commodity, as well as the great equalizer. A great book that has been recently sweeping through the team at Blueprint Investment Partners may also be helpful for financial advisors.
