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How to Become a Behaviorally Smart Advisor

"Behavioral management can now be infused into the DNA of an advisory firm." Leon Morales, DNA Behavior

The Risk in Risk Analysis

"Its enhanced risk analysis based on facts, not just feelings." Larry Shumbres, CEO, Totum Risk

Enabling the Evolution of Model Portfolios

[In the Institute for Innovation Development ’s ongoing interviews with active asset managers, we are seeing a growing trend of portfolio construction exploration and

What Can Fintech Accelerators Teach Financial Advisers?

“The business world today requires different tools, skills, and mindsets because the world is changing, customers are changing.

How Smart Fintech Companies Assemble their Board of Directors

The recent announcement of a high-level addition to the Board of Directors at YCharts

Building a Network of Strategic Partners for Advisors and Practice Management Leaders

“Active collaboration, strategic partnerships, and an open mind, will go a long way toward establishing the successful and profitable financial advisor of tomorrow.” - Hessel Pole, Invested Consultants

FinTech and Asset Management

“FinTech solutions can be a significant component in the growth and success of asset management firms.” – David Halligan, SalesFocus Solutions

Adding High Touch to High Tech

"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant

The Quest for the Ultimate Client-Advisor Experience

"What we need to do in “FinTech” is to find a way to apply a different kind of AI - Advisor Intelligence." - Adam Holt, Asset-Map

fintech

Top Articles from the Institute for Innovation Development in 2018