Innovation Blog

Rethinking an Age-Old Risk Management Tool

[There is a deep seated bias against “insurance” and insurance products in the mainstream investment advisory and RIA community.

Rethinking the Retirement Crisis

"The evidence and research clearly show that the best time to get a reverse mortgage is when you are earlier in retirement." - Harlan Accola, Fairway Independent Mortgage Corp

Relationship Marketing as an Advisor Differentiator

[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute

At the Intersections of Financial Services

[Professional providers of financial advice should look carefully at the history of innovation since it can provide a proven and much needed roadmap for their future.

The Past, Present and Future of Blockchain & Crypto

Historical background, revealing context and prescient vision were presented on blockchain and Bitcoin at a recent TampaBay Conference entitled, “The Past, Present and Future of Blockchain and Crypto”.

Accelerating Innovation in Risk Measurement Tools

"Inaccurate, confusing and outdated investment risk assessments pose a major business risk for advisors." - Larry Shumbres, Totum Risk

Advisors -What is Your Relationship with Technology?

"FinTech is not a commodity, and advisors should participate in relationships that offer collaborative development access" - Bo Howell, CEO, Joot

Building a Disruptive Innovation for Advisors

[The key distinction between an invention and an innovation is that - while an invention may be interesting; addressing a need; is all bright, shiny and new - unless it is widely adopted, it is not an innovation.