financial industry innovation fintech alternative investments private markets artificial intelligence access research [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 Advisors. Traditionally, access and adoption of this market segment has been shrouded in complexity with barriers such as compliance hurdles and cumbersome research and due diligence processes acting as deterrents for financial ..read more

asset managers investing tactical investing active investment mgmt income strategy equities [The crunching and evaluating of statistics can lead to vastly different outcomes depending on one’s mindset, approach, or biases coming into the equation. When the equation is determining the health and direction of the economy, the task encompasses a great deal of complexity, ambiguity, and noise to shift through. Learning how asset managers distill economic data into informed courses of action is an important topic for investors to be aware of. When the economy and markets are clearly surging ..read more

advisors practice mgmt financial services [Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape. This transition is also spawning a rapid evolution in financial services from being a financial sales-driven activity into a diversified wealth management profession. To better understand this growing business dynamic among financial advisors, we were introduced to a major proponent and architect of this advisor movement, Bill Sowell, entrepreneur ..read more

financial planning financial wellness caregiving advisors NAIFA [There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community. There are multiple reasons for this. In many cases, it is because the scale and severity of the financial problems that these risks generate are not well understood and they may not be integral parts of established financial planning processes or templates. Generally, there is a need for planning tools and resources for financial professionals to access in order to help clients deal with the phys ..read more

financial industry innovation wealth management portfolio construction fintech [The inexorable march of financial technology is providing competitive new services, capabilities, and delivery systems for wealth management platform sponsors, asset managers, and financial advisors. In the process, it is also creating a wider range of clients and client expectations, along with enhanced advisor business approaches to consider in their firm growth strategies. To get a better understanding and update of how the landscape of technology and services supporting the wealth management market are ev ..read more

innovation automation robots workplace [Innovation can engender negative connotations for many people, emanating from their fear of change and its unknown implications or consequences to the nature of work and the potential elimination of jobs. In our new business operating environment of accelerating change, ongoing education and case studies are critically needed to demonstrate to business leaders and employees how changing conventional ways of doing things can lead to better, safer, more rewarding workplaces and enhanced careers and industry leadership. The ability of innovation and t ..read more

artificial intelligence fintech trust transparency financial industry innovation [In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success. As more financial institutions adopt AI-powered solutions, they must navigate complex issues around data privacy, ownership, and the risks of opaque "black box" systems. This first article in our new “AI FinTech in Wealth and Asset Management” series, we explore the deep-seated issues around transparency and trust in AI FinTech and the dynamics at play to address them. We reached out t ..read more

asset managers distribution sales artificial intelligence machine learning data mgmt customer engagement strategies [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. Solving serious problems and large-scale challenges are the overriding goals of tech innovators. A recent 2/8/2024 press release, “TIFIN AMP’s Industry-First Integrated Data Fabric + Intelligence Cloud Platform Transforms Asset Management Distribution ..read more

advisors growth strategies mindset practice mgmt scale [Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world. Understanding the nature of mindset and carefully developing and nurturing your conscious, focused approach to your business can become a driving force to your success. Mindset is both the catalyst and ongoing energy source behind building the adaptability, resilience, innovation, and continuous improvement needed to thrive in our complex, ever-changing business environment. It ..read more

alternative investments income strategy real estate diversification retirement income [The opening up of the private credit and lending market by new more entrepreneurial and tech-enabled players brings a wealth of new and enhanced alternative income investment options for investors. Even traditional real estate mortgage investments have become subject to substantial overhaul as entrepreneurs rethink underwriting, structure, and processes. This has led to increased access and a surge in interest in “alternative investments” from retail investors. Historically, alternative investments wer ..read more