"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
"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,
[Leading your firm through a dire external crisis, addressing the heightened concerns of your clients, and continuing a business growth dynamic all combine into a very challenging calculus.
"It is time to incorporate alternative data, advanced analytics and price trend models in the investment decision process that can change the game." - Rocco Pellegrinelli, CEO, Trendrating
"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.
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