Subscribe

Find your Fosbury Flop: Innovating on the fundamentals

Firms don't need to completely upend the way they do their work and serve their clients to benefit from new ideas.

Last week I had the good fortune to spend time with some of the most forward-looking individuals in our industry at InvestmentNews' 2019 Innovation Summit. Joe Duran, chairman of this year's event, encouraged attendees to look for innovation outside the boundaries of our own four walls. The legendar

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Turning on a dime to solve the ‘investor problem’

Great advisers with good tools were unable to prevent far too many investors from making emotional decisions amid the March 2020 market volatility.

Get ready for a breakaway stampede in 2021

The events of the past year have set in motion several factors that have contributed to a surge of pent-up interest in breaking away.

Here’s why we’re hosting an in-person conference in 2021

Those hosting conferences must earn the trust of on-site guests by taking every possible precaution, while creating experiences that are just as valuable for the careers of the professionals who participate remotely.

We can no longer settle for a ‘DMV’ portal experience

Use of advisory firm portals has risen 20% since the pandemic began

Four pillars of inspiration for stronger client relationships

The proven process of the adviser-client relationship provides a great blueprint to help firms optimize their work

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print