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Bill Hortz

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Revisiting The Mortgage Investment Corporation For Alternative Income

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Alex Leduc of Perch Capital discusses the dynamics of a MIC and how it fits into the alternative investments space.

Synapse 2024 And The Business Of Innovation

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The recent sixth annual Synapse Summit in Tampa sparked a great deal of community excitement and creative engagement.

Advisors And Taxes--The Advisory Tax Alliance Approach

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How advisors are integrating, or even in some cases, leading with tax planning and mitigation services.

Redefining Your Mutual Fund And ETF Experience

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Vance Howard of Howard Capital discusses how to redefine investors' mutual fund and ETF experience by increasing investor confidence and lessening emotional decision-making.

Mining The Gold Marketplace For Unique Opportunities

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Gold investing offers a diverse marketplace of investment options and approaches for investors.

Client Life Management--Engagement As Business Alpha

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The Client Life Management business model focuses firm goals towards more comprehensive client engagement and investing financially, culturally and strategically in client experience.

Putting $10 Million To Work Is More Than An Investment Activity

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Russell Schultz of Schultz Financial Group discusses his firm's holistic and carefully integrated family and business wealth planning approach.

Sales And Marketing Need An Integrated Strategy

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Dan Sondhelm of Sondhelm Partners discusses the strategy behind sales and marketing integration.

Wealth Management Research Uncovers Three Trends That Will Shape 2024

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Scott Reddel of Accenture discusses longevity, generative AI and the changing advisor workforce.

Top 2023 Articles From The Institute For Innovation Development

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Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development developed throughout 2023.

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