Latest Issue Cover
Home » Featured Columnists » Bill Hortz On Innovation

Bill Hortz On Innovation

William Hortz is president and dean of the Institute for Innovation Development (IID), an educational and business development organization for members determined to grow their businesses in a world of constant change. Run as a social enterprise, the Institute is dedicated to making innovation best practices a vital cornerstone for members’ business growth. He also is founder of Strategic Account Management Solutions Inc. and previously worked for OppenheimerFunds, Countrywide Investments and Peregrine Asset Management.

1 2 3 4 5 6 7 8   [23]

Strategically Designing A Trusted Retail Investor And Advisor Community

by

Brian Thorp of Wealthtender on how he designed his online platform and his thoughts on further expanding financial literacy and engagement for the financial services industry.

Designing A Generative AI Assistant For Private Markets

by

Helix by HL is a new AI-powered private markets investing platform designed to help revolutionize private markets investing for retail clients.

A Nuanced Macroeconomic Approach To Investing

by

Bryan Novak of Astor Investment Management discusses how he and his team keep their finger on the pulse of the economy and translate economic information into investing insights.

The Sowell Way--A Modern Turnkey Strategy For Independent Advisors

by

Financial advisors desire for independence has been growing steadily and creating a very dynamic industry landscape.

The ‘Shadow' Caregiving System And Economy

by

Many families and their financial advisors are unfamiliar with the evolving needs involved in short-term, extended or long-term care until it is too late.

Next Steps For Wealth Management Technology

by

The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems.

Engineering Innovation By Focusing On People

by

Chang Industrial founder Matthew Chang discusses his human-centered approach to deploying new technologies with a strong bias towards the future.

Building Transparency And Trust In AI Fintech

by

In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success.

Using AI To Weave The Fabric Of Data And Intelligence For Fund Product Distribution

by

Two industry experts discuss how AI is addressing long-standing asset management distribution challenges.

The Power Of Mindset In Scaling Your Business

by

Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.

Revisiting The Mortgage Investment Corporation For Alternative Income

by

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

by

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

by

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

Redefining Your Mutual Fund And ETF Experience

by

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

by

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

1 2 3 4 5 6 7 8   [23]