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How Asset Managers Are Applying Modern Investment Technology | Innovation Development
[Practical criteria for discerning the value of modern investment technology are not only found in the structure of the technology itself; it can also be measured by the flexibility of the tool and range of applications it can address.
Why Many Sales Teams Don't Trust AI Intelligence Tools - and How to Fix It | Innovation Development
[Asset Management distribution teams have long been promised that AI and intelligence platforms would make their jobs easier. Yet, in practice, many wholesalers and their internal sales support reps underutilize these tools.
The Evolving Advisor Family Office Business Model | Innovation Development
[While the history of single family offices take us from the major domus of ancient Rome, to the major-domo of great households in the Middle Ages, to the “superintendent” of rich families from the 14th to 18th centuries, it was not until 1838 that t
Enterprise-Transforming Digital Vaults Driven by AI and Private LLMs | Innovation Development
[The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value.
An Integrated Public/Private Portfolio Analytics Framework for Wealth Managers | Innovation Development
[The adoption of alternative investment options inside client portfolios has been driven by greater accessibility and the search for higher returns, better diversification, and enhanced risk mitigation.
The Dynamic Evolution of Private Market Real Estate Investing | Innovation Development
[The private markets investment landscape today provides an excellent example of how the asset management industry has been in continuous evolution to meet client needs and offer access to new investment opportunities.
Digital Assets Investing with an Institutional Risk Management Mindset | Innovation Development
[Digital assets, like most emerging asset classes, have been on an inexorable march through fits and starts, scandals and successes, to be acknowledged and accepted as a legitimate financial asset class and major positive disruptor for many industrie
Ensemble Active Management – Capturing Active Manager Alpha | Innovation Development
[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of equity investment managers fail to beat their bench
AI Agents as Hyper-Efficient Advisor Meeting Assistants | Innovation Development
[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.
A Transformative Investment Management Operating Experience | Innovation Development
[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
Book Review: The Rainmaker Multiplier by Jason L Smith | Innovation Development
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
State of the 2024 Asset Management Industry - Ultimus 2024 Client Summit Review | Innovation Development
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
The Wealth Transfer $18 Trillion Philanthropy Opportunity | Innovation Development
[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.
Business Creation and Investing in Emerging Markets | Innovation Development
[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
A Business Model Innovation Mindset for Financial Services | Innovation Development
[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,