"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack
"It is often easy to overlook the risks of keeping everything internal and firms can miss the many benefits built into strategically choosing the outsourcing route." Ernie Kappotis, Intersource Consulting Group
"Mutual funds still represent the majority of investor assets and managers are often surprised by the low AUM required for a fund to breakeven." Kevin Guerette, Ultimus Fund Solutions
"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M
"We try to be different only in ways that we think give us an edge over the intrinsic architecture of the market." Elise Hoffmann, Marshfield Associates
[With all the discussions on alternative data lately, the Institute for Innovation Development decided to tap into one of our Founding Innovator member f
"Rather than engaging in a push and pull on the merits of digital marketing, we wanted to be able to demonstrate that there are firms having success in this way." Graig Norden, FreeWheel Marketing
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