"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
[With all the discussions on alternative data lately, the Institute for Innovation Development decided to tap into one of our Founding Innovator member f
"As value investors we put a high value on a historical track record of financial success, but this can’t be done without a view of the future." Steve Scruggs, Queens Road Funds
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