Innovation Blog

SRI, ESG and Impact Investing – a natural evolution for investment management?

"A well integrated "social due diligence" mindset built into the investment process addresses any of your clients that believe in investing in well run 21st century companies and value a strong risk management approach". -&nbsp

How Smart Fintech Companies Assemble their Board of Directors

The recent announcement of a high-level addition to the Board of Directors at YCharts

Designing and Engineering High Net Worth Financial Solutions

[To truly innovate, differentiate and engage today’s changing clients, financial professionals today need to borrow more heavily from the design industry.

Building a Network of Strategic Partners for Advisors and Practice Management Leaders

“Active collaboration, strategic partnerships, and an open mind, will go a long way toward establishing the successful and profitable financial advisor of tomorrow.” - Hessel Pole, Invested Consultants

FinTech and Asset Management

“FinTech solutions can be a significant component in the growth and success of asset management firms.” – David Halligan, SalesFocus Solutions

Driving & Designing Technology for Advisors

“We are only at the tip of the technology iceberg ” – Lisa Dolly, CEO, Pershing

Finding and Developing Your Story

“Marketing is no longer about the stuff that you make, but about the stories that you tell” – Seth Godin, author of Tribes

"Launching a Mutual Fund" Series

"You need to review the considerations for long-term success when launching a fund, not just the immediate costs to organize and operate a fund." - Jace Schuppan, Ultimus Fund Solutions