[An active equity investment strategy can deliver superior returns but outperforming their benchmarks on a consistent basis is not easy as proven by the year-end 2023 SPIVA scorecard on mutual funds. Due to the growing complexity of the markets, key components of the underperformance issue may be found in a need for better information and research tools […]

  [With the financial services industry rapidly implementing Artificial Intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI’s value and return on investment (ROI)? This is not just a financial services issue as a recent Gartner survey of over 700 IT leaders from cross-industry organizations […]

[Institute Founding member Robert Scharar was asked to speak at Rice University’s Innovation for Day One Conference which explored solutions through advanced treatments and technologies that can save babies and mothers at birth and during the first 48 hours postpartum where they face the highest risk of death. This year’s theme focused on making impact now and prioritizing innovation opportunities to end […]

[Navigating the equity markets’ confusing environment of increasing Volatility, Uncertainty, Complexity, and Ambiguity is immensely challenging for investment managers. There is also a growing importance in recognizing how the cross-industry, business operating environment is increasingly being driven by accelerating rates of change. The consequences of a complex hyper-changing environment on the markets are accelerating price […]

[In this guest article, Carroll Golden and Dan Mangus offer a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support. They examine the “Shadow Caregiving System and Economy,” the convergence of Medicare and retirement planning, and strategies for integrating these insights into practice management. By focusing on practical approaches rather than academic analysis, […]

[As artificial intelligence continues to evolve at a breakneck pace, its impact on the financial sector grows exponentially. While we can observe and analyze current trends, the true transformative potential of AI in finance lies ahead – a future that is both exhilarating and challenging to grasp. In this thought experiment by Institute Founding member Nathan […]

[The accelerating rate of technology and business model innovation is both a blessing and a curse to growth-oriented financial services firms. The new opportunities to streamline operations, automate workflows, leverage data resources, personalize client engagement, build your brand, and reach a targeted audience can leapfrog a firm’s competitive positioning, but knowing how to choose and […]

Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for the first time their two signature association annual events – the APEX and National Leadership Conferences. Members participating were provided with […]

[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clients. This business model innovation is geared to go well beyond the traditional expectations and capabilities that clients have […]