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Wall Street' Blog
80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.
An eye-popping 81% of next-generation high-net-worth clients switch financial advisors within two years of their inheritance. While this may seem like an industry crisis, it also presents an opportunity for forward-thinking advisory practices, individual financial advisors who are eager to try a new model, and financial services partners capable of providing scalable practice management solutions.
Solutions for the Coming Financial Advisor Shortage
Financial advisors can unlock productivity – without losing the human touch their clients desire – with technology and partners that enable scalability.
2025’s Stock Market is Showing the Danger in Predictions
When investors base financial decisions on predictions from stock market “experts,” they put roots into sandy ground because the future is unknowable.
What's New At Blueprint:
Headlines
Portfolio Manager Jerry Parker Discusses Trend Following With Michael Covel
Jerry Parker, legendary Turtle Trader and Portfolio Manager of the Blueprint Chesapeake Multi-Asset Trend ETF, appeared on Michael Covel’s Trend Following Radio podcast along with Moritz Seibert. The trio discuss:
Blueprint Model Highlighted In Nitrogen Case Study
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…
Blueprint’s Risk-Managed Mutual Fund Reaches 5-Year Milestone
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment…
Asset Manager Spotlight On Blueprint Investment Partners
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies…