[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern te
Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2024.
[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.
[An active equity investment strategy can deliver superior returns but outperforming their benchmarks on a consistent basis is not easy as proven by the year-end
[With the financial services industry rapidly implementing Artificial Intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI’s value and return on investment (ROI)?
[Navigating the equity markets’ confusing environment of increasing Volatility, Uncertainty, Complexity, and Ambiguity is immensely challenging for investment managers.
[Business model innovation is one of the most dynamic strategies available for forward-looking business leaders by providing expanded ways to explore business opportunities, deliberately redesign your firm for competitive positioning
Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for
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