"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas
[The COVID-19 pandemic has further accelerated our entry into what has been previously termed by strategic business and military leaders as a VUCA world – a business and social environment driven by volatility, uncertainty, complexity, an
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,
[Leading your firm through a dire external crisis, addressing the heightened concerns of your clients, and continuing a business growth dynamic all combine into a very challenging calculus.
"It is time to incorporate alternative data, advanced analytics and price trend models in the investment decision process that can change the game." - Rocco Pellegrinelli, CEO, Trendrating
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