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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.

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

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Modernizing Estate Planning For Financial Advisors

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