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.
A strategic partnership that is disrupting the status quo in the industry.
Mainstreet Global is pioneering new ideas that will improve patient outcomes and reduce the cost of health care.
Research has shown that portfolios of microcap stocks have a high probability of producing a significant positive alpha.
Interval funds are a great example of continuing product innovation.
One of the biggest trends in retirement plans is technology.
It’s important to keep identifying client pain points in your target market and find a way to solve those issues.
Intersource Consulting Group's Ernie Kappotis discusses the risks involved for b-ds and RIAs in keeping FINOPs and compliance functions in house and the benefits of outsourcing them.
Kevin Guerette at Ultimus Fund Solutions discusses the changing landscape in mutual fund distribution.
Research has revealed significant changes in the affluent marketplace that have major implications for financial advisors going forward.
Artivest's vision is to become the universal nexus for all things alternative investments.
Marshfield Associates believes in strategies that deviate from the market in as many ways as possible.
Think of middle office services as everything that happens post trade execution.
The founder of Freewheel Marketing talks about the dearth of marketing technology in the financial services sector.
90% of the world’s existing data has been created in the last 2 years.
Harvest Exchange uses machine learning to enable financial firms to reach an investment-focused audience.