[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
"Question we feel advisors must ask themselves is whether or not it is prudent to continue doing what they are doing or make deliberate, yet methodical, changes to their asset management infrastructure." - Jon Robinson,
"We firmly believe that a consistent combination of value, growth and sentiment is the key to good investment results." - Brian Bruce, Hillcrest Asset Management
[Everything in financial services is evolving. Innovation in new tools and tech-driven approaches are challenging conventional thinking in asset management and offering new resources to traditional investment methodologies and processes.
Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2019.
[We are in a puzzling investment environment. Warning signs abound. Uncertainty and fears of recession have investors and advisors climbing that wall of worry as markets continue to reach new highs.
[Numerous articles have been tolling the bells for value investing over the past few years, but the truth is that while value has not been the best relative performer, increased market volatility and disruptive industry events have been feedi
"You need to have practical, local business knowledge in truly understanding the big picture and the subtle nuances of the operating environments in the markets you are investing in." - Robert Scharar, Commonwealth Funds