[The financial distribution “supply chain” between asset managers and their financial advisor and wealth management firm clients has been fraught with wasted resources, engagement friction, and many inefficiencies.
Due to financial markets being hit by multiple shocks and major downturns, financial services budgets for operational and sales/marketing activities will continue to be scrutinized ever more severely over the next few years.
[The $7.1 trillion U.S. ETF industry (as of 3/31/22) is far from being a mature market. First developed in the 1990s to provide access to passive index tracking and sector funds, the ETF universe has been in perpetual evolution.
[In a business environment with accelerating rates of change, the power to compete and win is shifting radically from corporations to ecosystems, from leveraging internal assets to accessing external networks, from a traditional operating focus on
[Industry disruptions bring an urgency to break the established chains of business inertia – of continuing to do what we do because that is how we have always done it.
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