"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development
" I firmly believe that the incorrect prevailing focus by asset managers on assets under management has created a soft under belly for the industry that will continue to be painfully exposed this year." - Dan Sondhelm, Sondhelm Partne
"You need to review the considerations for long-term success when launching a fund, not just the immediate costs to organize and operate a fund." - Jace Schuppan, Ultimus Fund Solutions
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