Innovation Blog

Microcap Value Creation Through Constructive Activism

[Most Graham and Dodd value investors tend to search for potential catalysts in depressed stocks that the rest of the market may not be focused on and hope that a catalyst will be recognized, triggered, and come to fruition to propel the compa

Synapse Summit 2022 and Florida’s Energized Innovation Economy

The 5th annual 2022 Synapse Summit returned to Tampa’s Amalie Arena this February calling together Florida

An Investment Strategy that Reverse Engineers Its Benchmark

[Beating investment benchmarks have been the bane of active managers’ existence.

Accelerating Financial Advisors’ Influence

[There is an art and a science to building and wielding influence.

Bringing Technology and Personalization to Managed Accounts

[Will the future of investment portfolios increasingly be built, not on mutual funds and ETFs, but on customized managed accounts?

Better Data and Tech for Active Portfolio Managers

[Data is at the core of all decision-making in investment management.

What It Takes for Advisors to Win with Marketing Today

A FinTech platform "taking firms from basic digital marketing to empowering them into a true growth marketing mindset." - Niharika Shah, Clout by TIFIN

Innovation Blog

Microcap Value Creation Through Constructive Activism

Synapse Summit 2022 and Florida’s Energized Innovation Economy

An Investment Strategy that Reverse Engineers Its Benchmark

Accelerating Financial Advisors’ Influence

Bringing Technology and Personalization to Managed Accounts

Better Data and Tech for Active Portfolio Managers

What It Takes for Advisors to Win with Marketing Today

Top Institute for Innovation Development Articles from 2021

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