[The true value of an innovation, like artificial intelligence (AI), is found in its relevant applications. It is not just the technology that is important, but how you design and fashion the tech into an innovative solution.
[Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.
[The opening up of the private credit and lending market by new more entrepreneurial and tech-enabled players brings a wealth of new and enhanced alternative income investment options for investors.
[The expanding holistic financial planning movement along with the growing threat of rising taxes in retirement is breaking the traditional “You Shall Not Pass!” demarcation between financial advisor advice and accountant/CPA tax services.
[There has been a growing belief in the advisor and asset management communities that buy-and-hold as an investment strategy is not always the best mindset to deploy.
[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin
.jpg)
