[Stock market volatility and uncertainty represent major risks for advisors and their clients by testing investors’ resolve and their ability to stay the course to capture the effects of long-term compounding.
"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
[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.
[In the Institute for Innovation Development ’s ongoing interviews with active asset managers, we are seeing a growing trend of portfolio construction exploration and
"More than education was needed to empower individuals to invest with confidence – also needed was innovation in the form of a fundamentally different approach to investing." - Leland Hevner, President, National Assn of Online Inv
"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M
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