Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2019.
[We are in a puzzling investment environment. Warning signs abound. Uncertainty and fears of recession have investors and advisors climbing that wall of worry as markets continue to reach new highs.
[Numerous articles have been tolling the bells for value investing over the past few years, but the truth is that while value has not been the best relative performer, increased market volatility and disruptive industry events have been feedi
"You need to have practical, local business knowledge in truly understanding the big picture and the subtle nuances of the operating environments in the markets you are investing in." - Robert Scharar, Commonwealth Funds
"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment
"By having risk-reward foremost in our process, we can provide a relatively smooth ride in a relatively volatile asset class." - Colin Symons, Symons Capital Management
"When new technologies are combined with equally robust adaptive portfolio strategies, then innovation can thrive, making it possible to better manage a portfolio through any market environment - Bull or Bear."- Tom Hardin, Canter
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