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.
Luis Maizel of LM Capital Group discusses how he invests in a volatile world.
Sean Brown explains why advisors are no longer just buying technology out of a box.
VisualizeWealth is a FinTech company bringing advanced technologies to financial services performance reporting.
Bob Mann, CEO of Advisor’s Capital Investments, knows active managers can outperform.
Scale is becoming important in order to compete and advisors must differentiate themselves, says Dan Sondhelm.
The Institute for Innovation Development interview series seeks to learn from innovative business leaders, uncover innovation best practices, and discover how to apply these insights into the...
An analyst says a company called The Joint might exemplify the intersection of innovation and investing.
The manager of Queens Road Funds talks about how to recognize true business innovation.
Scott Nussbaum of Cross Shore Capital Management explains how his firm does due diligence on hedge funds.
Two consultants share their thoughts on the latest trends in financial technology and compliance.
A conversation with the CEO of CFX Markets about the company's online trading platform for non-public investments.
Finworx combines behavioral analysis and automated digital marketing.
Managers can be constrained by rigid policies.
The chief relationship officer of a tech platform discusses how DNA shapes financial personality.
Many advisors are unprepared for succession and business innovation, say these experts.