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Strategically Designing a Trusted Retail Investor and Advisor Community | Innovation Development
[In our age of polarized perspectives, alternative facts, floods of disinformation, and distrust for many traditional sources of information today, it is no small feat to build a trusted site for information and community.
Designing a Generative AI Assistant for Private Markets | Innovation Development
[Private Markets as alternative investments may offer a significant opportunity for growth and diversification for eligible investors yet investing in this space has long been dominated by institutional players, not retail investors and their Advisor, Helix by HL - a new AI powered Private Markets investing platform by TIFIN and Hamilton Lane
Using AI to Weave the Fabric of Data and Intelligence for Fund Product Distribution | Innovation Development
[The true value of an innovation, like artificial intelligence (AI), is found in its relevant applications. It is not just the technology that is important, but how you design and fashion the tech into an innovative solution.
Advisors and Taxes – the Advisory Tax Alliance Approach | Innovation Development
[The expanding holistic financial planning movement along with the growing threat of rising taxes in retirement is breaking the traditional “You Shall Not Pass!” demarcation between financial advisor advice and accountant/CPA tax services.
Client Life Management - Engagement as Business Alpha | Innovation Development
[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's financial,
Wealth Management Research Uncovers 3 Trends That Will Shape 2024 | Innovation Development
[The key to business success - especially in a hyper-competitive operating environment driven by accelerating rates of change like ours - relies on strategies that are built firmly around and stay very close to your clients.
Revisiting the High Yield Bond Market | Innovation Development
[The high yield bond market has had a rich, storied past and has taken an interesting journey over the decades through scandal, high interest rates, and default rate concerns – from “junk” bonds to “fallen angels” to “original issue” high yield bonds
Investing in Quality Companies for a Disruptive Age | Innovation Development
[Investing during a time of accelerating rates of business change and rapid innovation across all industries is a very tricky endeavor fraught with complex challenges. It adds another dimension of analysis to the research and selection process.
Honing a Marketing and Sales Strategy for 2024 | Innovation Development
[Financial firms are in the midst of planning their 2024 marketing and sales strategies and are grappling with an increasing amount of new marketing technologies, engagement approaches, and marketplace uncertainty. What is working and what is not?
How Do You Read and Diagnose the Health of the Market? | Innovation Development
[The maxim “Prescription without Diagnosis is Malpractice” can be applied to many areas, particularly in investing in the stock market where playing hunches, commercing in tips, and following the social media crowd can be a poor basis for an investme
Borderless Financial Tech for Efficient Access and Global Inclusion | Innovation Development
[Despite cross-border payments expected to reach $40 Trillion globally by 2024 per Juniper Research, these transactions can still be unpredictable as latency, fees, and policies add friction across countries, currencies, and payment categories.
Top Advisor Growth Strategies for Building Bigger and Better | Innovation Development
“Essentially, financial advisors – rookies and seasoned veterans alike – are looking for proven strategies to get the most growth out of their businesses as possible and they usually want that growth now!”- p.V In the recently published book, “Buildi
Pioneering New Integrated Pathways for Crypto Transactions | Innovation Development
[Regardless of the volatility of cryptocurrencies, the long-term trend - driven by technology and the continuing perceived weakness of banking systems - is still in place for a substantial acceptance and usage of crypto across many different applicat