[The maxim “Prescription without Diagnosis is Malpractice” can be applied to many areas, particularly in investing in the stock market where playing hunches, commercing in tips, and following the social media crowd can be a poor basis for an i
[Personalized, differentiated client investment portfolios across all clients have been a time, money, effort, and technology challenge for advisors and RIAs.
"We decided to provide evidence that by adding a layer of trend rating and validation to any investment strategy, you can generate alpha via profiting from the performance dispersion that is observable in their underlying investment
"Our view is that diversification by investing methodology and strategy, as well as by manager and timeframe represents a modern take on portfolio design and diversification." - Tactical Fund Investors
[Stock market volatility and uncertainty represent major risks for advisors and their clients by testing investors’ resolve and their ability to stay the course to capture the effects of long-term compounding.
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.
"Our philosophy and discipline work together to build in resilience at the individual company level and at the portfolio level as well."- Elise Hoffman, Marshfield Associates
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
[In the Institute for Innovation Development ’s ongoing interviews with active asset managers, we are seeing a growing trend of portfolio construction exploration and
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