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[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.
[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern technolog
The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business Summary review by Bill Hortz, Founder & Dean, Institute for Innovation Development “Was it possible to create a thriving holistic wealth management practi
With a rapidly changing operating environment, accelerating investment product evolution, distribution re-engineering, and technological transformation happening across the asset management industry, the Ultimus 2024 Registered Funds Client Summit re
[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.
[Institute Founding member Robert Scharar was asked to speak at Rice University’s Innovation for Day One Conference which explored solutions through advanced treatments and technologies that can save babies and mothers at birth and during the first 4
[Business model innovation is one of the most dynamic strategies available for forward-looking business leaders by providing expanded ways to explore business opportunities, deliberately redesign your firm for competitive positioning and leadership,
Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for the firs
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clients.
[Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing documents into a “must-have” technology to power a more engaging and competitive advisor and enterprise
“ You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver’s life apart…This book will help families overcome objections that relegate extended care planning to stressful crisis planning.” – p.3 As
[The goal of a market-neutral investment strategy is to preserve portfolio value while delivering sustainable growth that is uncorrelated to the market. For investors, this defensive approach aims to provide smoother, more consistent market returns.
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities.
[Professional investment management has always been challenged to validate and rank investment ideas, develop rule-based risk management, and design, test, and execute advanced investment strategies in their portfolio management and optimization effo
[Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore business opportunities, potentially change the game in your industry, and deliberately design your fi
[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there – leading to a more organized chaos in operating their business.
[Investors may have heard about carbon markets, carbon allowances, or cap and trade, but few are aware of the intricacies of the evolving carbon marketplace and the unique investment opportunities that this area represents.
[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.
[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