[The key distinction between an invention and an innovation is that - while an invention may be interesting; addressing a need; is all bright, shiny and new - unless it is widely adopted, it is not an innovation.
"True comprehensive wealth management makes a strong, vital connection across the whole HNW family creating a strong epoxy for the wealth management firm and its relationships." Nick Gregory, CEO, Financial Engineering Instit
"This is not an area where it’s better to ask for forgiveness than permission because failure to ask for permission can result in a very public and humiliating enforcement action." - Todd Cipperman
[To truly innovate, differentiate and engage today’s changing clients, financial professionals today need to borrow more heavily from the design industry.
"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
"The innovative solutions we are discovering and vetting in the areas of technology, business strategy and niche asset management tools will help position advisors competitively on an ongoing basis." Hessel Pole, Invested Consulta
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