"While we expected an ongoing evolutionary relationship between fund managers and administrators, COVID yet again earned its moniker as the “Great Accelerator” of change." - Evan Audette, UltimusLeverpoint
"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA
[The nature of Markets evolve and change. What is driving today’s volatile markets are increased uncertainty, complexity, huge institutional money flows, sentiment, and social media.
Welcome to our best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2020.