"While we expected an ongoing evolutionary relationship between fund managers and administrators, COVID yet again earned its moniker as the “Great Accelerator” of change." - Evan Audette, UltimusLeverpoint
[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.
"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development
“Active collaboration, strategic partnerships, and an open mind, will go a long way toward establishing the successful and profitable financial advisor of tomorrow.” - Hessel Pole, Invested Consultants