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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,
The NAIFA Nation Emerges - 2024 Conference Review | Innovation Development
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
How the “Four Capitals of Wealth” Applies to Executives and Business Owners | Innovation Development
[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 Evolution Into a Must-Have Advisor Technology | Innovation Development
[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
Review: How Not to Pull Your Life Apart Caregiving by Carroll Golden | Innovation Development
“ 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
Uncorrelated Alpha – a market-neutral, hedge fund-of-funds investment strategy | Innovation Development
[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.
How to Transform Your Financial Business Model with Tax Services | Innovation Development
[ 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.
A Performance Management Partner for Investment Managers | Innovation Development
[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
Purpose-Driven Business Models | Innovation Development
[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
Creating a Financial Services Business Accelerator | Innovation Development
[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.
Investing in the Pivotal $900 Billion Compliance Carbon Market | Innovation Development
[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.
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.