Bill Hortz

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The ‘Shadow' Caregiving System And Economy

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Many families and their financial advisors are unfamiliar with the evolving needs involved in short-term, extended or long-term care until it is too late.

Next Steps For Wealth Management Technology

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The inexorable march of financial technology is providing competitive new services, capabilities and delivery systems.

Engineering Innovation By Focusing On People

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Chang Industrial founder Matthew Chang discusses his human-centered approach to deploying new technologies with a strong bias towards the future.

Building Transparency And Trust In AI Fintech

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In the rapidly evolving world of AI FinTech, transparency and trust have emerged as critical pillars for long-term success.

Using AI To Weave The Fabric Of Data And Intelligence For Fund Product Distribution

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Two industry experts discuss how AI is addressing long-standing asset management distribution challenges.

The Power Of Mindset In Scaling Your Business

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Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.

Revisiting The Mortgage Investment Corporation For Alternative Income

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Alex Leduc of Perch Capital discusses the dynamics of a MIC and how it fits into the alternative investments space.

Synapse 2024 And The Business Of Innovation

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The recent sixth annual Synapse Summit in Tampa sparked a great deal of community excitement and creative engagement.

Advisors And Taxes--The Advisory Tax Alliance Approach

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How advisors are integrating, or even in some cases, leading with tax planning and mitigation services.

Redefining Your Mutual Fund And ETF Experience

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Vance Howard of Howard Capital discusses how to redefine investors' mutual fund and ETF experience by increasing investor confidence and lessening emotional decision-making.

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