Latest Issue Cover
Home » Articles By Bill Hortz

Bill Hortz

[1]  1 2 3 4 5 6 7 8   [35]

AI Risk Management Tool For Calling Stock And Market Trends

by

Active portfolio management can still potentially deliver superior returns even in difficult market cycles.

Unpacking Best-Of-Breed AdvisorTech Solutions

by

Making the right technology decisions and developing the right strategy for building your advisor technology stack is critical.

Transforming The Wealth Management Experience

by

Two industry experts discuss how they have been using technology to redraw the landscape of engagement within the wealth management industry.

Immersing Advisors In The Technology Of Advice

by

An upcoming free virtual event that can immerse advisors in practical learning on the topic of AdviceTech is an online, crowd-sourced showcase called AdviceTech.LIVE.

180 Degrees Of Separation From The Investment Hoard

by

In the asset management universe, there exists a vast array of strategies and approaches to investing money

Designing A Business Growth Process For Community Engagement And ROI

by

White Glove's 8th annual Host University was a masterclass on positioning advisors in a new light with their community audience.

Advisor Compensation--Transparency, Conflicts, Relationships And Future Of The Industry

by

There are far-reaching implications on the growing discussions over financial firm compensation structures.

Pioneering New Integrated Pathways For Crypto Transactions

by

Metal Pay, a leading crypto app and exchange, is an excellent example of how blockchain technology is bridging the world of crypto and finance through continuous development and innovation.

Expanding Your Mindset And Approach For Financial Marketing

by

“Virtual distribution” has been offered as an energizing term and a mindset that is trying to tie the best marketing components together.

Innovations In Tax Management

by

2022's market volatility after a lengthy bull market brought awareness to the need for better tax management capabilities into focus for advisors and their clients.

[1]  1 2 3 4 5 6 7 8   [35]