[Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape.
[There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community. There are multiple reasons for this.
[The inexorable march of financial technology is providing competitive new services, capabilities, and delivery systems for wealth management platform sponsors, asset managers, and financial advisors.
[Innovation can engender negative connotations for many people, emanating from their fear of change and its unknown implications or consequences to the nature of work and the potential elimination of jobs.
[The true value of an innovation, like artificial intelligence (AI), is found in its relevant applications. It is not just the technology that is important, but how you design and fashion the tech into an innovative solution.
[Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.
[The opening up of the private credit and lending market by new more entrepreneurial and tech-enabled players brings a wealth of new and enhanced alternative income investment options for investors.
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