Boulevard R started out with the mission to make independent financial advice accessible for all consumers. During the course of trying to make this happen, we’ve realized a few things:
Personal financial content works best when there is a real person on the other side of table. A computer monitor will only get you so far. [...]
For this month’s edition of Bob Veres’s monthly newsletter, Inside Information, he decided to profile Boulevard R’s Advisor-Branded Marketing Platform (AMP), even though we haven’t launched yet. We’ll be doing that at the T3 conference in Dallas next week.
Michael Kitces was kind enough to introduce us and during the interview and subsequent communication, Bob asked [...]
In an up-market almost anyone can make money on their investments, but if the last few weeks of market turmoil have proven anything, it’s that it is impossible to know what will happen next.
While these are certainly difficult times, we feel that independent, unbiased financial advice has never been more needed than it is today. [...]
Boulevard R has made a pretty significant adjustment in how we approach financial planning. Up until about a month ago, we were focused on retirement planning. But over the course of talking with users, experts, friends and strangers, we came to the realization that what consumers are more focused on are their immediate [...]
