"We were systematically rethinking the whole insurance distribution business, and we built technology behind each step in an advisor’s workflow to ensure an intuitive, efficient, end-to-end platform." - Patrick Kelly, Signal Advisors<
"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
"Misconceptions and confusion about the field still exist and we need a journal to thoroughly examine all the issues." - Brian Bruce, Editor, Journal of Impact & ESG Investing
"Active managers have a great future if they can level the playing field by incorporating intelligent analytics and alternative data methodologies that can add alpha and more risk control to whatever strategy they have in place." - Rocco P
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