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
"This is not an area where it’s better to ask for forgiveness than permission because failure to ask for permission can result in a very public and humiliating enforcement action." - Todd Cipperman
"It is often easy to overlook the risks of keeping everything internal and firms can miss the many benefits built into strategically choosing the outsourcing route." Ernie Kappotis, Intersource Consulting Group
"It is important to closely follow regulatory trends, both here & abroad, and compare notes with other industries & more innovative companies with similar compliance challenges to find best practices." - Don
"The innovative solutions we are discovering and vetting in the areas of technology, business strategy and niche asset management tools will help position advisors competitively on an ongoing basis." Hessel Pole, Invested Consulta
"As an entrepreneur, I firmly believe that if you can't find a solution to a problem, you should build a solution to a problem." Roger Kiger, Smart RIA
“Building a company with a culture of innovation we’ll create something much more powerful and effective than a specific investment solution.” James Waldinger, CEO Artivest