Featured Columnists

Developing Innovation For ESG And Sustainability Investing

by Bill Hortz

The field of investing in ESG and sustainability is in need of an overhaul.

Behind The Scenes Of Blockchain And Crypto

by Bill Hortz

Recent advancements and current development are vastly accelerating the transformative potential of blockchain technology.

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New Acquirers, Familiar Faces

by Evan Simonoff

For reps who left a captive wirehouse or insurance company decades ago, the world has come full circle.

A Case Study On The Power Of Business Model Innovation

by Bill Hortz

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

Key Takeaways From ExchangeETF 2023

by Michael Prendergast

This conference provided a deeper perspective and understanding where the ETF industry and advisors are headed in the coming year.

Sponsor Insights: Parnassus Investments - Stock Picking Returns To The Markets

by Parnassus Investments

Examples of relative-value opportunities.

The Importance Of Risk Management In Fixed Income Markets

by Bill Hortz

Understanding the differing nature of the various fixed-income segments is crucial to managing risk and maximizing returns.

Building A Boutique Asset Management Firm Around Culture

by Bill Hortz

Crafting culture in financial services firms can be seen as a powerful way to construct the optimal impact that an advisory or asset management firm can achieve.

Sponsor Insights: The Value of Value is Still Compelling

by Clearbridge Investments

Why Value Is Still Compelling

Synapse 2023 Summit--Participating In The Accelerating Rate Of Business Innovation

by Bill Hortz

Here are some highlights of the 6th annual Synapse 2023 Summit.

A More Conservative Playbook

by Evan Simonoff

It's clear that the events of the last three years have changed advisors' behavior.

Sponsor Insights: Anatomy of a Recession Update: A Headwind, Not a Hurricane

by Clearbridge Investments

Residential Construction Plans Wane as Housing Slowdown Worsens

PechaKucha: Presentations As Engaging Performance Art

by Bill Hortz

PechaKucha--an informal fast-paced presentation format created in 2003 by two architects in Japan--has exploded into a global phenomenon.

Future-Proofing RIAs With A New Productivity Toolkit

by Bill Hortz

New research details key market demographics, segments and business functions in the RIA marketplace.

Applying AI Into Investment Management

by Bill Hortz

For investment managers, AI represents a highly tech-enabled toolkit that can enhance their current research, security selection and trading capabilities.

Can The Giant RIAs Keep Growing?

by Evan Simonoff

The growth potential of the RIA business is about to be called.

Investing At The Intersection Of Social Justice And Environmental Sustainability

by Bill Hortz

Focusing on solutions and innovation in the sustainable investment landscape.