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Tampa, Florida May 1, 2018 - The Institute for Innovation Development has been selected as the preferred provider of business innovation development services for The Financial Engineering Institute’s (FEI) network of over 2,200 wealth management professionals. 

“We are excited to add the Institute for Innovation Development to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA. “With the accelerating rate of change in our industry, a strong understanding and creative application of business innovation resources are a growing necessity for wealth management firms to remain relevant and dynamic in addressing the changing needs and expectations of customers. The Institute’s ability to help develop and promote members’ business innovation efforts with their clients make them a natural fit for our team.” 

Bill Hortz, Founder & Dean of the Institute for Innovation Development, stated, “We are thrilled to add the Financial Engineering Institute to our Advisory Board to further explore synergies and invite their members and partners to explore our business innovation platform of top cross-industry business innovation consultants, FinTech companies, financial media partners, and active money managers with non-traditional investment approaches and business models. We are very honored to become an active member of FEI’s Expert Sourcing Team.” 

With this announcement, the Institute for Innovation Development joins an arsenal of best-of-breed expert sourcing firms to provide services to FEI’s network of wealth management firms, investment and insurance advisors, attorneys, and CPAs across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building. 

The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors - Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines). For more information click here

The Financial Engineering Institute (FEI), headquartered in Tampa, FL, serves over 2,200 wealth management firms, investment and insurance advisors, Attorneys, and CPAs across the nation. FEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthBlueprintingTM Process. FEI is also the governing body and grantor of the Chartered Financial Engineer (ChFE) professional designation. For more information about The Financial Engineering Institute, visit or call 888.884.3332.


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