Let's take a moment to say goodbye to 2017 with a review of some of the best articles and discussions that the Institute for Innovation Development developed through the year.

"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack 

"Our big differentiators are what we do with data, and what we enable our users to do with the data." Sean Brown, YCharts

"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