FinTech and Asset Management

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

"Launching a Mutual Fund" Series

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"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

Adding High Touch to High Tech

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"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant


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