The Blue Blaze

Newly Moneyed Millennials Want Robo Investors. Really?

Posted by Frankie Corrado on Feb 23, 2017 12:18:55 PM

According to Bloomberg Businessweek, a venture backed startup is banking on the notion that millennials with money to invest want options that align closely with their social values and that they would rather use a robo advisor than a flesh and blood financial expert.

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Topics: Financial life guidance, Financial Services, Millennials

The Financial Services Industry is Charging You All Wrong

Posted by Frankie Corrado on Jan 26, 2017 1:54:59 PM

If you’ve always had a sneaking suspicion that your financial advisor is profiting from his advice to you, you’re probably right.

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Topics: Financial life guidance, Financial Services, Pricing

What is Financial Life Guidance? A New Start for Bryan

Posted by Sarah Robbins on Jan 18, 2017 11:13:46 AM

Bryan is a numbers guy. One day during the first leg of his 3 hour commute Bryan* thought it would be fun to calculate how long he spent commuting to the city during his 20+ years trading on Wall Street. The answer jolted him: 304 days. He had spent nearly one year of his life on the train.

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Topics: Career changes, Financial life guidance