[The growing financial industry shift from a sales and product oriented practice to a holistic financial and retirement planning profession has forced advisors to think about investment vehicles in new ways.
[It may be an awkward concept to grasp, but just focusing on an investment strategy or strategies to make money from positive upward market movements over time may not be enough.
[With the growth of artificial intelligence (AI) and quantitative strategies such as smart beta, fund directors and wealth managers are increasingly asked to oversee funds that use AI and quantitative methods to manage investments.
[In developing new solutions to an old problem, whole new avenues can open up just by challenging traditional thinking and purposefully changing your perspective to ask tough questions.
"We firmly believe that a consistent combination of value, growth and sentiment is the key to good investment results." - Brian Bruce, Hillcrest Asset Management
"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
"True comprehensive wealth management makes a strong, vital connection across the whole HNW family creating a strong epoxy for the wealth management firm and its relationships." Nick Gregory, CEO, Financial Engineering Instit
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