[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.
"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 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
There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.
[Professional providers of financial advice should look carefully at the history of innovation since it can provide a proven and much needed roadmap for their future.
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