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.
Tom Hardin of Canterbury Investment Management warns advisors and other money managers about the risks in not challenging “conventional wisdom.”
How to shape a strategy that will become the direction, scope and future growth of your organization.
Financial advisor Ray Loewe discusses how to challenge traditional industry thinking and business models.
Michael Pinsker, founder and chairman of Docupace Technologies, discusses how firms can implement a digital transformation.
Mike Thurman, co-founder of White Glove, discusses the new blending of marketing and technology, and how it can be applied to financial services.
Craig Sedmak and Thomas Harney of Ladder Capital Asset Management discuss the commercial mortgage-backed securities (CMBS) market.
A recap of Tampa Bay’s Synapse 2019 Summit.
Elise Hoffmann of Marshfield Associates discusses the firm’s perspective of risk management as architecture.
Bo Howell of CCO Technology discusses the growing need for developing a detailed, comprehensive and defendable compliance strategy.
In a year of much hyperbole with broad statements on the demise of this and the decline of that, I found these notes from a wide range of industry discussions from three different Asset Management...
The financial services industry needs new business models – ones that help re-define what a financial advisor is capable of beyond just a numbers oriented investment orientation.
Many in financial services drown out or dismiss as confusing noise and wild speculation topics of cryptocurrencies and blockchain.
Risk questionnaires have been evolving over the past 5 years, so has their value as an investment tool.
A stern cautionary warning about both the power and the inherent legal risks of putting two words together—wealth and management.
B Corporations put clients’ best interests first and consider the needs of other stakeholders rather than focus solely on profits.