[One of the greatest cross-industry challenges in addressing a rapidly evolving business environment is overcoming a deep-seated resistance and a debilitating inertia towards change. The financial services industry particularly faces unprecedented headwinds: technological disruption, shifting client expectations, and resistance to change that hinders innovation and growth. Addressing these challenges requires financial firms to prioritize professional development […]

[With interest rate cuts now a reality and expected to continue to trend lower, it may be time to explore traditional thinking on the topic of small cap stocks, effects of rate cuts, and their investment implications. Upon further study, there may be a larger reality to focus on. We decided to reach out to Eric […]

[Our innovation thought leadership interviews regularly explore the ongoing evolution happening in investment and risk management, but we also take deep dives into “niche” investment areas or specific strategies to learn from experienced managers with unique perspectives. We feel it is critical, in such a rapidly changing industry environment, to continuously re-examine and learn from different […]

[The ardent reporting on the $84.4 trillion Great Wealth Transfer now underway needs to specifically underline that there is much more at play here than just a repositioning of money. It requires thinking beyond assets, into relationships. It also comes with differentiated generations of investors, an evolutionary shift in the framework of financial planning and […]

[Practical criteria for discerning the value of modern investment technology are not only found in the structure of the technology itself; it can also be measured by the flexibility of the tool and range of applications it can address. Exploring this topic further, we reached out to Rocco Pellegrinelli, CEO of Trendrating – a Swiss-based research firm providing […]

[The swift rise of more than 14,000 global ETFs, including 4,400 in the U.S., has propelled the $15 trillion ETF market into one of the fastest-growing areas of finance. Fueled by product innovation, regulatory changes, and the entry of both established and emerging sponsors, the ETF market is expanding at a pace that has PwC […]

[Client expectations for financial services are rapidly evolving and forcing advisors to rethink their traditional business models and become more strategic in their outreach and messaging. Multiple studies and surveys, like these from BNY Pershing and WealthManagement IQ, have uncovered how High-Net-Worth clients are looking for more personalization, comprehensive and integrated financial planning, tailored multi-generational advice, […]

[The creation rate of ETFs has demonstrated great industry and investor interest signaling rapidly expanding growth and innovation. The U.S. has led this accelerating charge with 746 new ETFs launches in 2024 and 481 launches in the first half of 2025. Fueling this growing movement has been new ETF participation from active investment managers, alternatives […]

[AI applications have been embedded across all areas of the financial services industry, including investment research. The need is clearly there as the investment markets offer a large quantity of data, research, and tools producing information whose actual value in risk management and generating alpha can be unclear, unproven, and difficult to test and validate. AI […]