[In a business environment of accelerating change, financial advisor professionals need to regularly review and rethink every aspect of their business – their business model, operations, client engagement strategies, product/service mix, and b
"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
[The COVID-19 pandemic has been a catalyst for dynamic change for advisor businesses in all but one area – the ongoing and inexorable march of regulation and compliance.
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
Let's take a moment to say goodbye to 2018 with a review of some of the best financial services innovation articles and discussions that the Institute for Innovation Development developed through th
Can this type of reorganization, into a B Coporation, signal and help ensure a greater level of transparency and rebuild trust for the financial services industry?
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