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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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Applying Cialdini's Principles Towards Building Advisor Influence

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Building and wielding influence creates a unique kind of gravitational pull with clients and prospects.

The Performance Dispersion Opportunity For Active Investors

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Taking advantage of performance dispersion can support your alpha generation and risk management efforts.

T3 Review From A Fintech CEO's Perspective

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Nathan Lane of ForwardLane provides a T3 conference participant review from his perspective as a fintech CEO.

Behind the Movement Towards Direct Indexing

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Major acquisitions by leading financial services firms have signaled a major shift to and expansion of the direct indexing universe.

ETF Distribution At The Intersection Of Tradition And Innovation

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ETF issuers are being invited to bring to market more creative and unique approaches to the ETF structure.

The Anatomy Of An Innovation Investing Mindset

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Innovation investing requires specialized knowledge on the innovation creation and delivery process.

Deep Think And Marketing Lessons For Advisors

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In a rapidly changing business environment, it is important to hit the “pause” button regularly and have a deep think.

A Scalable Investment Personalization Platform For Advisor Growth

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Financial services have finally reached the capability for mass customization.

Designing ETFs For Today's Challenging Markets

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Growing supply and demand for ETFs are driving the ETF industry to a stone's throw of the $1 trillion net inflows mark.

Business Development Services As Unique As Advisors Themselves

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Two Institute members discuss the changing business development needs for advisors in this hyper-competitive business environment now being driven by an accelerating rate of change.

Proactively Identifying And Communicating Financial Planning Disruptions

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How to help advisors identify and communicate to their clients the risk of disruptive financial events.

The Need For Crypto Clarity And The Regulatory Path Forward

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Joot founder on where we are and where we are going with the evolving regulatory issues around the crypto marketplace.

What Price Trends And History Tell Us About What's Next For The Markets

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Key challenges for equity portfolio managers and are performance delivery and risk management. What type of modern tools can be helpful in this challenge?

The Power Of Platforms And Networks

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Technology platforms can change the ways we can successfully compete in our rapidly changing industry environment.

From Administration To Strategic Technology Partner

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Data and digital capabilities are an increasingly vital part of a firm's competitive strategy.

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