Innovation Blog

Advisor Virtual Resilience Series (Part 1) - Virtual Advisor Summit

"We all need to be as open to opportunities, embracing all the expertise there is out there in the industry, and start implementing the latest technologies and solutions as we transition from physical to a virtual advisory role." -

Boutique Asset Managers Weathering the Storm

"Most boutique asset managers have weathered the COVID-19 storm with flying colors." - Dan Sondhelm, Sondhelm Partners

Brief Tour of International Investing During the COVID-19 Pandemic

"Opportunities at this stage seem more stock selection driven." - Robert Scharar, Commonweath Funds

Compliance in the Age of Pandemics

[The COVID-19 pandemic has been a catalyst for dynamic change for advisor businesses in all but one area – the ongoing and inexorable march of regulation and compliance.

Advisory Firm Business Practices in a Time of Crisis

[It is important and timely to share experiences on how financial services professionals are engaging clients during a time of crisis and confusion.

A Trial by Fire for AI

"Why wouldn’t a professional avail themselves of a tool that is designed to help in the most challenging market environments?" - David Aferiat, Trade-Ideas

The Need for Critical Thinking in Investing

[The COVID-19 pandemic has further accelerated our entry into what has been previously termed by strategic business and military leaders as a VUCA world – a business and social environment driven by volatility, uncertainty, complexity, an

Behavioral Science Technology for Advisors

"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior