financial industry innovation
"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
[The Institute is happy to have guest expert contributors share their perspectives on topics important to our financial services readers.
Let's take a moment to review some of the best financial services innovation articles and discussions that the
Institute for Innovation Development (IID) developed throughout 2019.
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.
[What is insidious about today’s accelerating rate of change for advisors and asset managers is how new technologies, evolving investment processes, and ensuing new competitors can creep up on you.
"Inaccurate, confusing and outdated investment risk assessments pose a major business risk for advisors." -
Larry Shumbres, Totum Risk
"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
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
"Expanded possibilities come into play when you start to digitize things and put it up into a global transport layer, what we refer to an
internet of money." JP Thieriot, CEO, UPHOLD
Can this type of reorganization, into a B Coporation, signal and help ensure a greater level of transparency and rebuild trust for the financial services industry?
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