Bill Hortz

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State Of The 2024 Asset Management Industry--Ultimus 2024 Client Summit Review

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The Ultimus 2024 Registered Funds Client Summit recently provided an informative industry event designed to offer a thorough update on the state of the asset management industry.

The Wealth Transfer $18 Trillion Philanthropy Opportunity

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Donor-advised funds have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.

Winning The Asset Management Performance Challenge

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Rocco Pellegrinelli of Trendrating discusses the performance challenge of an active equity investment strategy and explores potential investment performance solutions.

The ROI Of AI In Financial Services

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Nathan Stevenson of ForwardLane discusses how financial firms are grappling with the issue of value creation and measuring ROI on strategic AI deployment.

Business Creation And Investing In Emerging Markets

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Robert Scharar of FCA Corp and Commonwealth Funds discusses innovation, business creation and investing in emerging markets.

Strategically Expanding Active Management Research Tools

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Navigating the equity markets' confusing environment of increasing volatility, uncertainty, complexity and ambiguity is immensely challenging for investment managers.

A Business Model Innovation Mindset For Financial Services

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Business model innovation is one of the most dynamic strategies available for forward-looking business leaders.

Integrating Caregiving And Medicare In Retirement Planning

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This guest article offers a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.

A 2030 Vision Of AI In Financial Services

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In this thought experiment, we explore potential scenarios for 2030 and examine how these developments might reshape the industry.

Strategically Applying Financial Services Business Solutions

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Mark Spina and Jay Ramey of FLX Networks discuss the changing strategic nature of the financial services industry.

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