The Journey Towards Data-Driven Wealth Management
Craig Iskowitz May 13, 2021
Data is the main reason why corporate strategy is never permanent. As more data is collected, the output redefines your strategy in a never-ending cycle.
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Data is the main reason why corporate strategy is never permanent. As more data is collected, the output redefines your strategy in a never-ending cycle.
“It’s easier to build a new financial system than it is to reform the existing one.” — Naval Ravikant, entrepreneur, investor, co-founder AngelList The ecosystem
Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas
EXECUTIVE SUMMARY How embedded is your competitor’s product in the broker-dealer’s infrastructure structure? How does your pricing align with your value proposition? Have you built
As part of this year’s Riskalyze Fearless Week Client Conference, CEO Aaron Klein asked if I had a topic that I’d like to be interviewed
“Culture eats strategy for breakfast.” — Gideon I. Gartner, founder of Giga Information Group and Gartner Group For better or for worse, strategy and culture
We’ve seen so many webinars since the pandemic began that “Zoom Fatigue” has become a trending term. But I believe that the majority of us
Our danger is not too few, but too many options … to be puzzled by innumerable alternatives. — Sir Richard Livingstone, British Scholar Overchoice or
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