[The COVID-19 pandemic has further accelerated our entry into what has been previously termed by strategic business and military leaders as a VUCA world – a business and social environment driven by volatility, uncertainty, complexity, an
"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,
"It is time to incorporate alternative data, advanced analytics and price trend models in the investment decision process that can change the game." - Rocco Pellegrinelli, CEO, Trendrating
"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
"A well-conceived AI approach can, we believe, exceed the limitations of both human driven stock selectors and traditional quants." - Dan Philps, Rothko Investment Strategies
"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
.jpg)
