"There will be more demand, more development, more education on interval funds, especially with growing trepidation and inevitable corrections in this long running bull market." - David Carson, Ultimus Fund Solutions
Let's take a moment to say goodbye to 2017 with a review of some of the best articles and discussions that the Institute for Innovation Development developed through the year.
"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
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