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Perspective & Insight. Insightful Perspective.

April 1, 2018

April Fools BluePaper Firestorm Shows

that Truth is Stranger than Fiction.

Wow, what a firestorm our April 1st edition BluePaper has caused.

15 hours ago our April Fools BluePaper was posted and emailed.

  • Over 10,000 advisors have already read (or perused) at least one of the articles.
  • We have received more inbound calls this morning than we typically do in a 6-month span (we are returning voicemails and emails as quickly as possible).    
  • We have been told by more than a handful of senior managers that last night’s BluePaper was either a topic or the primary topic discussed in their national calls this morning.

Morgan Stanley Replaces Advisor Names with Barcodes on Business Card.

FINRA Passes New Photocol Rule to Combat Advisor Visual Fraud and Misrepresentation

Fist Fight Breaks Out at Financial Planning Conference Over Spelling of Advisor, um Adviser… Don’t Hit Us!

Merrill Lynch Bans Advisor’s Personal Mobile Phones for all Client Communication, Distributes Pagers.

Previous BluePaper Bullets

BluePaper Bullets Week of 03/18/18

BluePaper Bullets Week of 03/04/18

BluePaper Bullets Week of 01/28/18

BluePaper Bullets Week of 12/13/17

BluePaper Bullets Week of 12/06/17

BluePaper Bullets Week of 11/26/17

BluePaper Bullets Week of 11/19/17

BluePaper Bullets Week of 11/12/17

BluePaper Bullets Week of 11/05/17

BluePaper Bullets Week of 10/29/17

BluePaper Bullets Week of 10/08/17

BluePaper Bullets Week of 10/01/17

BluePaper Bullets Week of 9/25/17

BluePaper Bullets Week of 9/18/17

BluePaper Bullets Week of 9/04/17

BluePaper Bullets Week of 8/14/17

BluePaper Bullets Week of 7/31/17

BluePaper Bullets Week of 7/17/17

BluePaper Bullets Week of 6/26/17

BluePaper Bullets Week of 6/19/17

BluePaper Bullets Week of 6/12/17

BluePaper Bullets Week of 6/05/17

BluePaper Bullets Week of 5/29/17

BluePaper Bullets Week of 5/22/17

BluePaper Bullets Week of 5/15/17

BluePaper Bullets Week of 5/08/17

BluePaper Bullets Week of 5/01/17

BluePaper Bullets Week of 4/24/17

BluePaper Bullets Week of 4/17/17

BluePaper Bullets Week of 4/10/17

BluePaper Bullets Week of 4/03/17

BluePaper Bullets Week of 3/27/17

BluePaper Bullets Week of 3/20/17

BluePaper Bullets Week of 3/13/17

BluePaper Bullets Week of 3/06/17

BluePaper Bullets Week of 2/27/17

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