by
Bill Hortz
The dynamic growth and variety of exchange-traded funds (ETFs) are playing an ever-increasing role in investors' portfolios and asset managers' product offerings.
by
Bill Hortz
Shifting investment markets driven by uncertainty and volatility create challenges and opportunities.
by
Parnassus Investments
While entire industries may be challenged in the current environment, these three ideas can help long-term investors turn today's pain into tomorrow's opportunities.
by
Bill Hortz
Artificial Intelligence (AI) and Machine Learning (ML) are now being deployed as key tools to gain greater intelligence on advisor prospects and clients.
by
Bill Hortz
Private placement insurance vehicles can play a unique role in the financial planning process.
by
Bill Hortz
With all the confusion and volatility in the markets today, it may be a good time to take a harder look at tactical investing.
by
Bill Hortz
The pandemic business environment has clearly demonstrated that the benefits of being a digital firm go well beyond cost and time savings.
by John Hancock Investment Management
In this article, we take a pragmatic approach to considering how to incorporate model portfolios into a financial advisory practice.
by
Bill Hortz
The modern-day dynamics of middle-office tech and outsourcing options.
by
Bill Hortz
When it comes to growth opportunities for institutional asset managers, distribution executives think the biggest opportunity moving forward is in the RIA channel.
by
Bill Hortz
A key structural component toward digital transformation of financial services is digital vaults.
by
Evan Simonoff
Bubbles in stocks, bonds and housing are a grave threat to the global economy, the legendary investor says.
by
Evan Simonoff
This summer, I had the opportunity to spend time with three young advisors under the age of 40.
by
Bill Hortz
Going beyond operational efficiencies, digital transformation enables a firm to thrive as a business in today's digital-centric world.
by
Ron DeLegge
Though these products have worried regulators, they can be useful for investors with concentrated stock positions.
by
Bill Hortz
There are a number of forces at work that are drastically altering the private investment markets landscape.
by
Evan Simonoff
The strategist sees a profits recession and believes the growth stock rally is a “head fake.”
by
Bill Hortz
Four current trends in the financial advising industry.
by
Bill Hortz
Putting a new spin on old established investment concepts.
by
Bill Hortz
This may be the time for investing with an ownership mindset through fundamental analysis and deep understanding of corporate management.
