Innovation Blog

ETF Distribution at the Intersection of Tradition and Innovation

[The $7.1 trillion U.S. ETF industry (as of 3/31/22) is far from being a mature market. First developed in the 1990s to provide access to passive index tracking and sector funds, the ETF universe has been in perpetual evolution.

The Anatomy of an Innovation Investing Mindset

[Investing in growth is a fascinating business, especially when focused on the realm of business innovation – new trail-blazing products, new redefining industry services, new next-generation business models, and new democratizing platforms.

Deep Think and Marketing Lessons for Advisors

[In a rapidly changing business environment, it is important to hit the “pause” button regularly and have a deep think.

A Scalable Investment Personalization Platform for Advisor Growth

[Financial services have finally reached the capability for mass customization.

Designing ETFs For Today’s Challenging Markets

[Growing supply and demand for ETFs are driving the ETF industry to a stone’s throw of the $1 trillion net inflows mark.

Business Development Services as Unique as Advisors Themselves

[It has been said of financial services that there are as many different advisor business models as there are financial advisors themselves.

Proactively Identifying and Communicating Financial Planning Disruptions

[One of the greatest benefits of financial planning is its ability to map out and be proactive in building, guiding, and protecting a family’s wealth and directing it to achieve important goals.

The Need for Crypto Clarity and the Regulatory Path Forward

[The rapid development and adoption of the crypto marketplace across institutional, corporate, and retail investor markets have been growing at a speed well beyond regulatory efforts to keep up.