Best Institute for Innovation Development Papers of 2021

OWelcome to our top financial services innovation stories and thought leadership discussions that the Institute for Development Innovation (IID) has been developing throughout 2021. They report on a range wealth of business innovation topics in the industry, including interviews with CEOs of innovative FinTech companies, business and financial management, as well as exploration of customer and community engagement strategies next generation and business/practice management topics with which the Institute and its founding members engaged in the past year.

It will also give you an indication of the innovative people, conversations and topics we will continue to explore and bring to you in 2022. Join us for the ride! Cheers!

Explore FinTech companies and next-generation advisory services:

Disrupt the alternative investment market (Real blocks)

Strategic Implementation of Compliance Technology (Smart RIA)

Innovative investment research for greater insight and engagement (Y-Graphics)

Redesign of the distribution model for investment products (FLX Distribution)

Technology as a secret weapon and strategic compliance partner (Play)

The timeliness of advice in the financial planning process (Asset Map)

Transform the act of conformity (Smart RIA)

Discover the art and science behind unique customer engagement strategies:

A digital marketing strategy that builds connections (ReminderMedia)

Curated content designed as a tool for strategic engagement (Superior content)

Developing a smart email and news service for wealth managers (ReachStack)

Insight Automation and Next-Best Actions for Advisor Relevance(front lane)

The state of the art in virtual selling and engagement (white glove)

Unique “open architecture” wealth management options using PPLI (Favorite Investor Life)

Discover progressive and active investment management perspectives:

A fixed income boutique designed for a different perspective (Distribution Investment Partners)

A modernized approach to tactical investing and portfolio design (Tactical Fund Advisors)

Advisor’s Field Guide to Downside Protection (Blueprint Investment Partners)

Be prepared and ready to take advantage of unexpected slowdowns (3D Capital Management)

Designing an ETF for innovation (Main management)

Indices that prove a point of trend validation for investment managers (Trends)

Investment in innovation using an evolutionary approach(Evolutionary Management of Tree Capital)

Socially Responsible Investing – New Innovative Resources and Ongoing Needs(Parnassus, PekinHardy, Silk Invest, ZEO Capital and Reynders McVeigh)

Discover asset management trends and strategic support for asset managers:

A 2022 Perspective on Next Generation Asset Management Distribution (MarketBridge)

Advanced analysis tool to beat benchmarks and passive investing (Trends)

New business opportunities for boutique asset managers (Sondhelm Partners)

Monitoring Recommendations on AI and Quantitative Investment Strategies (Hillcrest Asset Management)

The connected experience for asset managers and their advisor clients (front lane)

Value creation, innovation and democratization for asset managers (FLX Distribution)

In-depth interviews on important financial services industry issues:

Market all-time highs fuel advisor anxiety (Blueprint Investment Partners)

How the pandemic has accelerated the future of the private equity industry (Ultimus leverage point)

Research on changing consumer perceptions (MarketBridge)

2021 State of the Independent Retail Investor Survey (Business ideas)

The real-world imperative behind digital transformation (docupace)

Will AI and ML revolutionize the financial services industry? (Play)

Covering an eclectic mix of events from early 2021 and an Institute podcast interview:

A ‘Rebuilding America’s Retirement’ Call to Arms for Financial Advisors (Fairway Independent Mortgage Corp)

Helping Advisors Grow by Focusing on Learning Vs. Training (Clarity2Prosperity)

Synapse Summit 2021 – A community making business innovation and growth a reality 2021 (Synapse)

Bill Hortz Identity Interview (by Hugh Massie of DNA behavior)

Thanks for reading and much more to come in 2022!

Bill Hortz Founder, CEO and Dean

Institute for Innovation Development

the Institute for Innovation Development is an educational and business development catalyst for financial advisors and growth-oriented financial services companies determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their growth, differentiation, and unique next-generation community engagement strategies.The institute was launched with the support and foresight of our founding sponsors – Ultimus Fund Solutions, NASDAQ, Pershing, Fidelity, Voya Financial, Advisorpedia and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines).

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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