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Bill Hortz

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The Financial Industry's Supportive Role In The Ongoing Opioid Crisis

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Financial advisors can play a major role in helping clients through this crisis.

Exploring Practice Management In An Age Of Change

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In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose.

Strategically Building Credibility Using Content Curation

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Financial advisors' greatest value proposition that they offer their clients is in providing genuine advice, guidance and leadership.

Exploring The Hedged Equity Landscape With BUYW

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There are several key factors essential to running a hedged equity portfolio.

Casting A Wider Net In The Bond Market

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A closer look at using indices illustrates the need for constant reappraisal.

Navigating Private Markets With An AI Assistant

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The rise of AI assistants is set to become a game-changer in the field of wealth management.

Ultimus 2023 Summit Review--State Of The Asset Management Industry

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The Ultimus Funds Solution 2023 Registered Funds Client Summit is an important event designed to provide a thorough update on the state of the asset management industry.

Angel Investing In The Entrepreneurial Ecosystem

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Seeking out and actively nurturing the next generation of entrepreneurs is the passion of a unique group of investors called angels.

Getting Serious About Blockchain And Crypto

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Serious players in the crypto/blockchain industry are actively working on tangible solutions to address industry challenges.

The Alchemical Nature Of Entrepreneurial Ecosystems

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Successful entrepreneurial ecosystems are driven by strong community partners that create a conducive environment for entrepreneurship to thrive.

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