Celebrating a TampaBay Innovation District

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"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

FinTech and Asset Management

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FinTech solutions can be a significant component in the growth and success of asset management firms.” – David Halligan, SalesFocus Solutions

Helping Advisors Stay Ahead Of The Curve

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"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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