Innovation Blog

Oversight Recommendations on AI and Quantitative Investment Strategies

[With the growth of artificial intelligence (AI) and quantitative strategies such as smart beta, fund directors and wealth managers are increasingly asked to oversee funds that use AI and quantitative methods to manage investments.

A Fixed Income Boutique Designed for a Different Perspective

[Offering a different and competitive fixed income option in the asset management industry is the result of many calculated and purposeful decisions.

Research on Changing Consumer Perceptions in Financial Services

[Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions.

How the Pandemic Accelerated the Future of the Private Funds Industry

"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

The State of the Art of Virtual Selling and Engagement

"There are clear trends that advisors need to embrace if they wish to stay relevant and competitive." - Brad Swineheart, White Glove

Transforming the Act of Compliance

"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

A Digital Marketing Strategy That Builds Connection

[There has been a quantum leap in the art and science behind client and prospect engagement in financial services.

Designing an ETF for Innovation

[Advisors and investors are starting to look more critically at market indices.