[The recent merger and reorganization of two microcap funds provide an interesting window into the mechanics of a unique portfolio management process and a deeper understanding of the microcap market.
Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2025.
[With 100,000 financial advisors retiring amidst the $84 trillion Great Wealth Transfer and rising personalized client services expectations, this guest article from Leslie Norman, Chief Technology Officer (C
[So much debate and energy are being expended by financial leaders on AI’s trajectory and real-world applications, along with the potential risks and major benefits.
[Practical criteria for discerning the value of modern investment technology are not only found in the structure of the technology itself; it can also be measured by the flexibility of the tool and range of applications it can address.
[Asset Management distribution teams have long been promised that AI and intelligence platforms would make their jobs easier. Yet, in practice, many wholesalers and their internal sales support reps underutilize these tools.
[The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value.
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