[Everything in financial services is evolving. Innovation in new tools and tech-driven approaches are challenging conventional thinking in asset management and offering new resources to traditional investment methodologies and processes.
"More than education was needed to empower individuals to invest with confidence – also needed was innovation in the form of a fundamentally different approach to investing." - Leland Hevner, President, National Assn of Online Inv
"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M