[Digital assets, like most emerging asset classes, have been on an inexorable march through fits and starts, scandals and successes, to be acknowledged and accepted as a legitimate financial asset class and major positive disruptor for many industries across the planet. Through the trials, tribulations, and noise, a very strong pattern of maturity has been […]

[With the accelerating rate of the financial industry’s ongoing evolution and new product development, it is interesting to explore how this process of creation and innovation happens. Far from being a mystical process or coming from the realm of scary smart people in R&D departments or initiatives, innovation is more of a human process driven […]

[A rare but distinctive business structure crafted by certain investment management firms warrants further exploration – the “vertically integrated” business model. The operational and strategic synergies of this business structure can provide unique competitive positioning and investment advantages over other more traditionally structured investment managers. The due diligence question that comes to mind is how […]

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of equity investment managers fail to beat their benchmarks. The funny thing is that there are a good number of reports like Enterprising Investor, the seminal Cohen, Polk and Silli Best […]

[Our guest article explores the perennial challenge of active managers in capturing alpha and beating their benchmarks and passive performance. Rocco Pellegrinelli, Founder & CEO of Trendrating – a Swiss-based company providing advanced alpha discovery and price trend analytic research solutions – has been dedicated in his capacity as a performance management partner for investment managers by building his […]

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business. That is also where the hesitancy and fear of implementing new technology can also be practically addressed […]

[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern technology. Unfortunately, legacy systems and operational processes have been so relied on, maintained, and ingrained into […]

The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business Summary review by Bill Hortz, Founder & Dean, Institute for Innovation Development “Was it possible to create a thriving holistic wealth management practice that would survive with or without me, that would provide security for my family and continuity for my clients if […]

[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest. According to the Giving USA 2024: The Annual Report on Philanthropy for the Year 2023, Americans have facilitated over $550 billion to […]