The Financial Enlightenment of Portfolio Management

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"When new technologies are combined with equally robust adaptive portfolio strategies, then innovation can thrive, making it possible to better manage a portfolio through any market environment - Bull or Bear."- Tom Hardin, Canter

Six Threats to Financial Advisor Relevance

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"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute

 

Helping Advisors Stay Ahead Of The Curve

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"The innovative solutions we are discovering and vetting in the areas of technology, business strategy and niche asset management tools will help position advisors competitively on an ongoing basis." Hessel Pole, Invested Consulta

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