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.
"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment
"When new technologies are combined with equally robust adaptive portfolio strategies, then innovation can thrive, making it possible to better manage a portfolio through any market environment - Bull or Bear."- Tom Hardin, Canter
"There will be more demand, more development, more education on interval funds, especially with growing trepidation and inevitable corrections in this long running bull market." - David Carson, Ultimus Fund Solutions